Senior Client Service Associate

CIBC•Birmingham, MI

9d•$55,000 - $68,000

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 Associate (CSA), you’ll play a key role in supporting high-net-worth client portfolios by executing complex transactions, researching, and resolving client inquiries, and preparing monthly and quarterly meeting materials. You’ll work closely with Senior Relationship Managers and their clients to deliver the highest level of client service. In this hands-on role, you’ll have the opportunity to develop deep knowledge of client portfolios, grow your career within the Relationship Management Team, and pursue professional designations in the wealth management industry. You’ll also provide backup for aspects of the Trust Administrator’s responsibilities when needed. At CIBC, we enable the work environment most optimal for you to thrive in your role based on business need. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

Educational background: Bachelor’s degree and/or 1–5 years’ experience in trust and account administration or investments.
Detail-oriented: Strong organizational skills to manage work according to schedule and shifting priorities.
Analytical: Ability to analyze and review performance reports and client portfolios.
Tech-savvy: Proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint) and Adobe products, with advanced Excel skills. Experience with external custodians such as Charles Schwab and Fidelity is a plus.
Strong communicator: Excellent interpersonal and verbal communication skills, with the ability to interact effectively with high-net-worth clients and colleagues.
Proactive and independent: Self-starter able to work independently, display initiative, and see tasks through to completion.
Client-focused: Passionate commitment to serve clients and collaborate with colleagues to exceed expectations.
Values matter to you: You bring your real self to work and you live our values — trust, teamwork, and accountability.
Ability to develop deep expertise in client portfolios, CIBC internal policies, and wealth management offerings.
Strong problem-solving skills and willingness to accept advanced responsibilities.
Capacity to operate in a fast-paced environment while ensuring accuracy and timeliness.
Demonstrated initiative, intellectual curiosity, and commitment to continuous learning and improvement.
Ability to build strong working relationships with clients, colleagues, and external partners.

Nice To Haves

Experienced: Background in personal tax, financial planning, or investment management is an asset.
Experience with external custodians such as Charles Schwab and Fidelity is a plus.

Responsibilities

Deliver exceptional client service – Develop intimate knowledge of clients and their portfolios to provide proactive, high-touch support. Anticipate and address client needs by promptly researching and resolving inquiries, leveraging resources, and collaborating with middle and back-office teams.
Execute complex transactions – Prepare monthly and quarterly client reports, update portfolio asset allocations, and analyze performance reports. Become familiar with account opening and closing, cash transaction processing, and provide trading support as needed.
Support portfolio management – Analyze and understand client portfolios, investments, and strategic segments. Become a subject matter expert on client accounts and investment offerings, supporting the team with key initiatives and special projects.
Provide administrative support – Answer telephones, prepare well-written correspondence, maintain files for reviews, and back up all aspects of the Client Service Administrator’s responsibilities.
Ensure compliance and manage risk – Integrate compliance controls and processes (regulatory, compliance, fiduciary) into day-to-day activities. Maintain a balanced approach to risk management.
Pursue continuous improvement – Be a problem solver, anticipate obstacles, and look for ways to improve processes. Demonstrate initiative and a commitment to learning and professional development.

Benefits

At CIBC, we offer a competitive total rewards package.
This role has an expected salary range of $55,000 - $68,000 for the Birmingham, MI 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 team member’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.
At CIBC, your goals are a priority.
We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.
We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.