Senior Client Service Advisor

CIBC•Chicago, IL

2d•$70,000 - $100,000•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. As a Senior Client Service Advisor, you will serve as a trusted partner to Private Bankers, clients, and internal business partners by delivering a high-touch and seamless customer experience. You'll manage complex client service requests, support transaction processing and operational activities, and act as a subject matter expert for servicing, risk, and procedural guidance. In this role, you will play a key part in supporting the day-to-day operations of the Private Banking team while helping drive consistency, accountability, and operational excellence across the service model. You’ll assist in resolving escalated client issues, provide coaching and guidance to peers, and contribute to process improvements that enhance both the client and employee experience. You’ll also coordinate servicing workflows and follow-up activities to ensure timely completion of client requests, operational tasks, and escalations. This includes supporting documentation reviews, transaction coordination, and adherence to internal procedures and approval requirements. You’ll serve as a liaison between clients, Private Bankers, operations, and internal support teams to ensure timely execution of requests while maintaining strong risk management and compliance standards. This role requires strong judgment, attention to detail, relationship management skills, and the ability to balance client experience with operational and regulatory requirements. At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 1-3 days per week on-site, while other days will be remote.

Requirements

At least 5 years of experience in client service, with a strong understanding of financial services or a related industry.
Handle complex or sensitive situations independently and find effective solutions to challenges.
Manage multiple priorities in a fast-paced environment and maintain high attention to detail.
Understand banking procedures, operational controls, and client servicing expectations.
Build trust with clients and colleagues through clear, professional, and empathetic communication.
Experience coaching peers or direct reports and enjoy supporting others’ growth.
Take initiative, influence others positively, and help foster a positive, accountable team culture.
Handle confidential information with discretion and uphold high standards.
Bring your real self to work, and live CIBC values - trust, teamwork, and accountability.
Analytical Thinking
Cash Flow Analysis
Client Service
Customer Experience (CX)
Investment Portfolios
Post-Sales Support
Product Knowledge
Transaction Banking

Responsibilities

Deliver exceptional service by managing complex client inquiries and service requests with professionalism, urgency, and care.
Build trusted relationships with clients and internal partners while supporting Private Bankers in delivering a high-touch client experience.
Proactively identify client needs, anticipate service issues, and coordinate solutions across business lines.
Support and process complex transactions, ensuring adherence to procedures, regulatory requirements, and operational controls.
Review documentation for completeness and accuracy while identifying and escalating potential risks, discrepancies, or operational concerns.
Assist with transaction approvals and workflow coordination within assigned authority levels and business procedures.
Maintain accurate records and documentation to support audit readiness and risk mitigation.
Serve as a resource and mentor for Client Service Advisors by providing guidance, answering questions, and reinforcing procedures and best practices.
Support onboarding and training for new team members.
Promote accountability, teamwork, and consistency across the team.
Manage escalated or sensitive client issues with sound judgment and professionalism.
Partner with leadership and business partners to identify root causes and implement solutions to improve service delivery and operational effectiveness.
Help identify trends, gaps, or recurring issues and contribute to process enhancements.
Partner closely with Private Bankers, operational teams, and leadership to coordinate client servicing activities and ensure timely follow-up.
Support special projects, operational initiatives, and procedural enhancements that improve team effectiveness and client experience.
Contribute to a culture of continuous improvement and operational excellence.
Ensure compliance with internal policies and regulatory requirements by verifying client documentation, protecting confidential information, and accurately completing service requests to reduce risk and avoid errors.