Senior Client Service Manager - Business Development

CIBC•San Francisco, CA

2d•$100,000 - $125,000

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 As a Senior Client Service Manager - Business Development, you will play a pivotal role in supporting both the Business Development and Relationship Management teams by delivering exceptional client service and comprehensive administrative assistance. You will be responsible for preparing marketing materials, supporting account opening and onboarding, managing operational requests, and ensuring all activities align with regulatory and internal standards. To be successful, you will effectively collaborate with internal teams and proactively communicate with high-net-worth clients to ensure a seamless and high-quality client experience. At CIBC we enable the work environment most optimal for you to thrive in your role. 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 preferred.
Client service experience: You have 5+ years of financial industry experience with demonstrated commitment to providing superior client service and high-touch relationship management.
Strong communicator: You possess excellent verbal and written communication skills, with the ability to interact professionally with HNW clients, colleagues, custodians, and service teams.
You put clients first: You engage with purpose to find the right solutions. You go the extra mile because it's the right thing to do.
You are organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.
You know that details matter: You notice things that others don't. Your analytical and critical thinking skills help to inform your decision-making.
Collaborative and independent: You work well in a team setting but also take initiative and work independently with minimal supervision.
Technically proficient: You are proficient in Microsoft Office applications (Word, Outlook, Excel, PowerPoint, Adobe Acrobat); comfortable working with internal platforms and systems.
Values matter to you: You bring your real self to work and you live our values - trust, teamwork, and accountability.

Nice To Haves

Understanding of wealth management and experience in a client service role working with high-net-worth (HNW) clients is preferred.

Responsibilities

Provide comprehensive client service and administrative support to Business Development (BD) and Relationship Management (RM) teams.
Become a trusted advisor and partner to clients, intermediaries, and BD/RM teams.
Drive the preparation and review of client reports, as well as client and prospect marketing materials, presentations, RFPs, and meeting materials.
Participate in client meetings (as needed).
Coordinate and support new business initiatives and market activities.
Manage travel arrangements and maintain expense tracking and reporting.
Plan and coordinate internal and external meetings, including logistics and material preparation.
Handle inbound and outbound telephone calls professionally, routing as necessary and conducting follow-up.
Open new accounts and sub-accounts, prepare and process new account paperwork, and coordinate onboarding for new clients.
Manage client transactions such as wires, checks, ACH, journal transfers, address changes, portfolio trade programs, tax payments, charitable gifts, and IRA contributions/RMDs, ensuring accuracy and compliance.
Communicate regularly and effectively with clients.
Research and resolve client inquiries promptly and professionally, anticipating client needs and proactively addressing issues.
Update portfolio asset allocation schedules and process account updates within required timelines.
Run reports and overviews for key meetings; track client activity and support reporting requests.
Assist in the training of less experienced staff as requested by management.
Provide support for special projects as assigned.
Achieve and sustain a balanced approach to managing risk by integrating compliance controls and processes (regulatory, compliance, fiduciary) into daily activities.
Contribute to a positive organizational culture through collaborative behaviors, supporting client and employee engagement.
Pursue continuous improvement, act as a problem solver, and seek ways to enhance processes and client service.

Benefits

At CIBC, we offer a competitive total rewards package.
This role has an expected salary range of $100,000 - $125,000 for the San Franciso, CA 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.
Additional total compensation and benefits details will be provided during the hiring process.
Candidates hired to work in other locations will be subject to the pay range associated with that location.
California residents — your privacy rights regarding your actual or prospective employment
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.
Subject to plan and program terms and conditions