Client Service Manager

CIBC•Chicago, IL

1d•$70,000 - $85,000•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 What you’ll be doing As a Client Service Manager, you will support Private Wealth relationship management and business development efforts by delivering exceptional service to clients and prospects. You’ll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution. This role involves managing day-to-day 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 Relationship Managers by preparing materials, tracking client activity, and contributing to a consistent and high-quality client experience. How you’ll succeed Deliver high-touch service: Manage onboarding, account openings, and operational support with precision and professionalism. Communicate effectively: Serve as a main point of contact for clients, internal partners, custodians, and service teams—ensuring clear, responsive, and proactive communication. Ensure operational excellence: Process wires, address changes, and other account updates accurately and within required timelines. Support your team: Assist Relationship Managers with materials, tracking, and reporting that enhance client relationship development and retention. Problem-solve and follow through: Research and resolve client inquiries in a timely, thoughtful, and professional manner. Who you are Educational background: You have a bachelor’s degree (preferred). Industry experience: You have 2-5+ years of experience in asset management or a comparable industry (e.g., investment consulting, wealth management). Prior Private Wealth account management experience is preferred. Client service expertise: You’ve worked in a client service role in the brokerage, investment advisory, or financial services industry and understand the needs of high-net-worth clients. Strong communicator: You possess excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization. Detail-oriented and organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy. 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. What you need to succeed Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat. Strong analytical skills with the ability to quickly grasp financial and investment concepts. Excellent organizational and prioritization skills to manage time-sensitive tasks efficiently. Flexibility to work in a hybrid role with required weekly in-office attendance based on business needs. California residents — your privacy rights regarding your actual or prospective employment At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $70,000 - 85,000 for the Chicago, IL 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. This position does not offer visa sponsorship.

Requirements

You have 2-5+ years of experience in asset management or a comparable industry (e.g., investment consulting, wealth management).
You’ve worked in a client service role in the brokerage, investment advisory, or financial services industry and understand the needs of high-net-worth clients.
You possess excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization.
You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.
You work well in a team setting but can also take initiative and work independently with minimal supervision.
You’re skilled in Microsoft Office applications, including Excel, and are comfortable working with internal platforms and systems.
Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat.
Strong analytical skills with the ability to quickly grasp financial and investment concepts.
Excellent organizational and prioritization skills to manage time-sensitive tasks efficiently.
Flexibility to work in a hybrid role with required weekly in-office attendance based on business needs.

Nice To Haves

You have a bachelor’s degree (preferred).
Prior Private Wealth account management experience is preferred.

Responsibilities

Manage onboarding, account openings, and operational support with precision and professionalism.
Serve as a main point of contact for clients, internal partners, custodians, and service teams—ensuring clear, responsive, and proactive communication.
Process wires, address changes, and other account updates accurately and within required timelines.
Assist Relationship Managers with materials, tracking, and reporting that enhance client relationship development and retention.
Research and resolve client inquiries in a timely, thoughtful, and professional manner.