Senior Client Service Associate (Private Wealth)

CIBC•Boston, MA

2d•$75,000 - $85,000

About The Position

As a Senior Client Service Associate, you will support Private Wealth relationship management efforts by delivering exceptional service to clients. You will respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution. The 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 will also support Relationship Managers by preparing materials, tracking client activity, and contributing to a consistent, high-quality client experience. The work arrangement, including the proportion of on-site and remote work, will be discussed during the interview. The position is based in Boston, Massachusetts, and is a regular, 40-hour-per-week role. The expected salary range for the Boston market is $75,000–$85,000, based on experience, qualifications, and location. The successful candidate may be eligible for incentive compensation, potentially including a discretionary bonus. The role does not offer sponsorship or relocation assistance.

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 and the ability to interact professionally across 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 collaborate in a team and take initiative independently with minimal supervision.
High proficiency in Microsoft Word, PowerPoint, Outlook, and Excel.
Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Nice To Haves

Familiarity with Schwab and Fidelity platforms.

Responsibilities

Manage client onboarding, account openings, and operational support with precision and professionalism.
Serve as a primary point of contact for clients, internal partners, custodians, and service teams, providing clear, responsive, and proactive communication.
Process client transactions, including checks, ACH, wires, journal transfers, quarterly tax payments, charitable gift requests, and annual IRA contributions and required minimum distributions, accurately and within deadlines and applicable policies and procedures.
Process address changes and other account updates accurately and within required timelines.
Update portfolio asset allocation schedules.
Assist senior staff with presentation, meeting, and review materials, reporting requests, and other tasks requested by management.
Anticipate and address client needs; research and resolve inquiries promptly and professionally.
Look for ways to improve processes and develop plans to overcome obstacles.

Benefits

Medical insurance
Dental insurance
Vision insurance
Health Savings Account
Life insurance
Disability insurance
Other insurance plans
Paid time off, including sick leave, parental leave, and vacation
Holidays
401(k)
Potential eligibility for incentive compensation, which may include a discretionary bonus
Banking benefits
Wellbeing support
MomentMakers social, points-based recognition program
Purpose Day, a paid day off dedicated to personal growth and development