Senior Client Service Associate (Private Wealth)

Canadian Imperial Bank of Commerce•Boston, MA

About The Position

The Senior Client Service Associate supports Private Wealth relationship management by delivering exceptional service to high-net-worth clients. The role manages client communications, onboarding, account openings and maintenance, operational requests, and documentation to ensure transactions comply with regulatory and internal standards. The associate collaborates with clients, Relationship Managers, custodians, and internal service teams to provide an accurate, responsive, and consistent client experience. The position also supports senior staff with presentations, meetings, reviews, reporting requests, and other tasks.

Requirements

Bachelor’s degree.
3–5+ years of financial industry experience, including demonstrated experience in a client service role.
Understanding of the needs of high-net-worth clients.
Excellent verbal and written communication skills, including the ability to interact professionally across all organizational levels.
Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining accuracy.
Strong attention to detail and critical-thinking skills.
Ability to work collaboratively and independently, take initiative, and work with minimal supervision.
High proficiency in Microsoft Word, PowerPoint, Outlook, and Excel.
Legal eligibility to work at the specified location and, where applicable, a valid work or study permit.

Nice To Haves

Familiarity with Schwab and Fidelity platforms.
Experience with Microsoft Office or other skills assessments, if requested.

Responsibilities

Manage client onboarding, account openings, and operational support.
Serve as a point of contact for clients, internal partners, custodians, and service teams, providing clear, responsive, and proactive communication.
Process checks, ACH payments, wires, journal transfers, quarterly tax payments, charitable gift requests, and annual IRA contributions and required minimum distributions accurately and on time, following policies and procedures.
Process address changes and other account updates within required timelines.
Update portfolio asset allocation schedules.
Prepare materials for presentations, meetings, and reviews, and assist with reporting requests and other tasks at management’s request.
Research and resolve client inquiries promptly and professionally.
Anticipate client needs and operational obstacles, develop plans to address them, and identify opportunities for improvement.
Ensure documentation and transactions align with regulatory and internal standards.