Senior Client Service Associate

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

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 

The Senior Client Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client inquiries and issues in order to effectively bring about resolution. This role also provides oversight on some aspects of the Client Service Associate’s responsibilities.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time. 

How you'll succeed 

• Client Service Excellence – Prepare and process account paperwork, manage client transactions, and assist with new account setups to ensure a seamless client experience. Anticipate and address client needs promptly to deliver exceptional support.

• Portfolio Management Support – Assemble quarterly and annual portfolio review materials, update account schedules, and run performance reports to support accurate and timely portfolio reviews.

• Compliance and Risk Management – Ensure all activities align with regulatory, compliance, and fiduciary requirements by maintaining meticulous attention to detail in daily processes and documentation.

• Collaborative Teamwork – Contribute to a positive team culture by collaborating on special projects, supporting client service teams, and sharing insights to enhance team efficiency and client outcomes.

Who you are 

• You put our 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 know that details matter. You notice things that others don’t. Your critical thinking skills help to inform your decision-making.

• You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.

• You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity.

• You have a bachelor’s degree and/or 2–10 years of experience in trust and account administration, personal tax, financial planning, or investment management.

• You’re proficient in Microsoft Word, Outlook, Excel, PowerPoint, and Adobe Acrobat.

What CIBC offers 

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 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

California residents — your privacy rights regarding your actual or prospective employment 

At CIBC, we offer a competitive total rewards package.  This role has an expected salary range of $50,000 - $65,000 for the St. Louis, MO 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.   

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. 

What CIBC Offers

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

What you need to know

• 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

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

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