Client Service Associate (Private Wealth)

CIBC • Atlanta, GA

1d • $52,000 - $60,000 • Hybrid

About The Position

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com As a Client Service Associate, you will support Private Wealth relationship management efforts by delivering exceptional service to clients. You’ll respond to client inquiries, coordinate onboarding, and account maintenance, and collaborate with internal teams to ensure seamless execution. This role involves managing daily client communications, processing operational requests such as wires and address changes, and ensuring documentation and transactions align with regulatory and internal standards. You’ll also support Client Service Managers by preparing materials, tracking client activity, and contributing to a consistent and high-quality client experience. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

• You have a Bachelor’s degree and /or 1-3 years of relevant financial industry experience.
• You put clients first: You engage with purpose to find the right solutions. You go the extra mile because it's the right thing to do.
• Strong communicator: You possess excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization.
• You are organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.
• You know that details matter: You notice things that others don't. Your critical thinking skills help to inform your decision-making.
• Collaborative and independent: You work well in a team setting but can also take initiative and work independently with minimal supervision.
• Technically proficient: You’re skilled in Microsoft Office applications, including Excel, and are comfortable working with internal platforms and systems.
• Values matter to you: You bring your real self to work and you live our values - trust, teamwork, and accountability.

Nice To Haves

• Experience in a client service role within Wealth Management is a plus.

Responsibilities

• Deliver high-touch service: Manage onboarding, account openings, and operational support with precision and professionalism.
• Communicate effectively: Serve as a primary point of contact for clients, internal partners, custodians, and service teams—ensuring clear, responsive, and proactive communication.
• Ensure operational excellence: Manage client transactions including money movements (checks, ACH, wires, journal transfers), execution of portfolio trade programs, quarterly tax payments, charitable gift requests, and annual IRA contributions/RMDs accurately, within established deadlines, and in accordance with existing policies and procedures. Process address changes and other account updates accurately and within required timelines. Update portfolio asset allocation schedules.
• Support your team: Assist Relationship Managers with preparing materials for presentations, meetings, and reviews, as well as reporting requests. Assist in the training of less experienced staff, at management request.
• Problem-solve and follow through: Proactively anticipate and address client needs. Promptly Research and resolve client inquiries in a timely, thoughtful, and professional manner. Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improve.

Benefits

• At CIBC, we offer a competitive total rewards package.
• This role has an expected salary range of $52,000 - $60,000 for the Atlanta, GA market based on experience, qualifications, and location of the position.
• The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.
• CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.
• Candidates hired to work in other locations will be subject to the pay range associated with that location.
• Additional total compensation and benefits details will be provided during the hiring process.
• At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees