Client Services Specialist - Boston, United States - Canadian Imperial Bank of Commerce

Description

Client Services Specialist (Private Wealth) page is loaded

Client Services Specialist (Private Wealth)

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locations

Boston, MA

time type

Full time

posted on

Posted Yesterday

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We're building a

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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

Client Services Specialist (Private Wealth) provides critical administrative support to our Business Development Team including preparation of prospect and client marketing materials and assists Client Service Team with account opening activities.

This role will interact with Client Service and Business Development Teams learning the wealth business. The candidate will be willing to learn many aspects of business using their listening, communication, and analytical skills.

Specific responsibilities include:
Provide general administrative support to Business Development Team.
Prepare prospect and client marketing materials, presentations, and RFPs.
Support new business activities in the market.
Book travel arrangements.
Maintain and track expenses, complete expense reports.
Run reports and overviews for key meetings.
Plan and coordinate internal and external meetings.

Handle inbound and outbound telephone calls in a professional and courteous manner; route calls to the appropriate parties; and conduct necessary follow up.

Open new accounts and sub-accounts for Client Service Team. Prepare and process new account paperwork.
Provide support for special projects.

Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day-to-day activities.

Contribute to a strong organizational culture through positive, collaborative behaviors resulting in client and employee engagement.

Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improve.

Knowledge and Skills
Bachelor's degree preferred.
Strong client service commitment.
Understanding of wealth management a plus.

Strong interpersonal, verbal and written communication skills with the ability to use these skills to communicate with high-net-worth clients and colleagues.

Strong organizational skills sufficient to complete work according to established schedule and timeframes, while accommodating given priorities.
Proficient with Microsoft Word, Outlook, Excel, Power Point and Adobe Acrobat.
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At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.
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

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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

.

Expected End Date

Job Location
100 Federal Street, 37th Floor

Employment Type
Regular

Weekly Hours
40

Skills
Analytical Thinking, Client Relationship Management, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Standards Compliance

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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 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

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