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About the Role

As a Client Service Manager, you will support Private Wealth relationship management efforts by delivering exceptional service to CIBC Private Wealth clients. This role is responsible for working with the Relationship Manager to build and maintain client relationships. The Client Service Manager works in a team-oriented environment with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and integrated client experience.

Responsibilities

Provide high-quality, high-touch service to Private Wealth Management (PWM) clients.
Oversee new account onboarding, including account openings, facilitation of funding, and cost basis input.
Manage general account inquiries and maintenance requests.
Handle inbound and outbound telephone calls in a professional and courteous manner.
Manage client transactions including money movements, quarterly tax payments, charitable gift requests, and annual IRA contributions/RMDs.
Process address changes and other account updates accurately and within required timelines.
Update portfolio asset allocation schedules.
Proactively anticipate and address client needs.
Research and resolve client inquiries in a timely, thoughtful, and professional manner.
Develop plans to overcome obstacles and look for ways to improve processes.
Prepare materials for client and prospect presentations, meetings, and reviews.
Assist Relationship Managers with strategizing, building, and implementing investment portfolios.
Assist with trading on accounts.
Provide ongoing portfolio maintenance.
Assist in the training of less experienced staff, at management request.
Participate in other duties as requested by Relationship Managers and Firm Management.

Requirements

You have a bachelor’s degree.
You have 5+ years of financial industry experience with demonstrated experience in a client service role.
You understand the needs of high-net-worth clients.
Experience working with trust accounts is preferred.
You possess strong organizational skills and can manage working with multiple Advisors and clients at once.
You effectively multi-task and manage priorities with minimal direction, even in a high-pressure environment.
You are self-motivated and able to work independently with minimal supervision.
You collaborate well with client service colleagues and teams.
You have excellent written and oral communication skills.
You can develop professional relationships with co-workers and clients.
You have a fundamental understanding of investments and capital markets.
You can quickly adapt to a rapidly changing business and technology environment.
You are able to learn proprietary software and databases.
You demonstrate exceptional problem-solving and follow-up skills.
You are highly proficient in Microsoft Word, PowerPoint, Outlook, and Excel.
You are familiar with Schwab and Fidelity platforms (preferred).
You need to be legally eligible to work at the specified location(s).
You may need to complete an attribute-based assessment and other skills tests.

Skills

Analytical Thinking
Client Service
Customer Experience (CX)
Investment Portfolios
Post-Sales Support
Product Knowledge
Standards Compliance
Microsoft Word
Microsoft PowerPoint
Microsoft Outlook
Microsoft Excel
Schwab platforms
Fidelity platforms

Location

San Francisco, CA

Work Type

On-site
Remote

Experience Level

5+ years of financial industry experience

Education Level

Bachelor's degree

Salary/Compensations

$90,000-$110,000

Benefits

Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
Holidays
401(k)
Competitive salary
Incentive pay
Banking benefits
Benefits program
Vacation offering
Wellbeing support
MomentMakers recognition program
Purpose Day (paid day off for growth and development)

About the Company

We’re building a relationship-oriented bank for the modern world.
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.
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.
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.
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them.
Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

Equal Opportunity

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.
We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com.