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    Client Service Associate - Boston, United States - CIBC

    CIBC
    CIBC Boston, United States

    4 weeks ago

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    Description
    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 )

    Description of the role:

    The Client Service Associate supports Relationship Managers and Client Service team with account management responsibilities for investment management and personal trust accounts.

    The candidate will be a key member of the team responsible for providing high touch service to meet the needs of clients, their advisors and other colleagues.


    Responsibilities but not limited to the following:

    • Integral support for Relationship Management team
    • Administrative support:
    telephone back-up, prepare correspondence and maintain files


    • Account opening
    • Cash processing and monitoring cash levels
    • Prepare materials for client meetings
    • Research client inquiries and bring about timely resolution
    • Run client statements, tax reports and ad hoc reports
    • Organizing and coordinating client meetings
    • Preparing paperwork for sponsorships
    • Monitoring capital calls from Private Equity funds
    • Collecting and organizing client tax information
    California residents - your privacy rights regarding your actual or prospective employment )


    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- 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.

    Job Location
    100 Federal Street, 37th Floor


    Employment Type
    Regular


    Weekly Hours
    40


    Skills
    Client Issue Resolution, Client Relationship Management, Customer Experience (CX), Digital Literacy, Empathy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services

    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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