Client Service Manager

Canadian Imperial Bank of Commerce•San Francisco, CA

5d•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. As a Client Service Manager, you will support Private Wealth relationship management efforts by delivering exceptional service to CIBC Private Wealth clients. This role is responsible for working with the Relationship Manager to build and maintain client relationships. The Client Service Manager works in a team-oriented environment with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and integrated 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

A bachelor’s degree.
5+ years of financial industry experience with demonstrated experience in a client service role and understand the needs of high-net-worth clients.
Experience working with trust accounts preferred.
Strong organizational skills and can manage working with multiple Advisors and clients at once.
Effectively multi-task and manage priorities with minimal direction, even in a high-pressure environment.
Self-motivated and able to work independently with minimal supervision but also collaborate well with client service colleagues and teams.
Excellent written and oral communication skills and can develop professional relationships with co-workers and clients.
A fundamental understanding of investments and capital markets.
Can quickly adapt to a rapidly changing business and technology environment and are able to learn proprietary software and databases.
Demonstrate exceptional problem-solving and follow-up skills.
Highly proficient in Microsoft Word, PowerPoint, Outlook, and Excel.
Familiar with Schwab and Fidelity platforms (preferred).

Nice To Haves

Experience working with trust accounts

Responsibilities

Provide high-quality, high-touch service to Private Wealth Management (PWM) clients, ensuring their needs are met with professionalism and care.
Oversee new account onboarding, including account openings, facilitation of funding, and cost basis input.
Manage general account inquiries and maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes, and tax reporting inquiries.
Handle inbound and outbound telephone calls in a professional and courteous manner; route calls to the appropriate parties and conduct necessary follow-up to satisfy client requests.
Manage client transactions including money movements (checks, ACH, wires, journal transfers), 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.
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.
Prepare materials for client and prospect presentations, meetings, and reviews.
Assist Relationship Managers with strategizing, building, and implementing investment portfolios.
Assist with trading on accounts.
Provide ongoing portfolio maintenance.
Assist in the training of less experienced staff, at management request.
Participate in other duties as requested by Relationship Managers and Firm Management.