- Administrative support: telephone back-up, prepare correspondence and maintain files.
- Cash transaction processing (checks, ACH, wires, journal transfers).
- Prepare and maintain internal client authentication forms and external custodian as needed.
- Own the administrative process, including maintaining Funds Transfer Agreements, new account openings, managing client tax payments and IRA contributions.
- Process expense reports (team and client oriented expenses).
- Facilitate client gifts and sponsorships.
- Possess a strong understanding of compliance policies relating to client service activities.
- Become an expert on internal firm policies and procedures as they relate to client servicing activities. Coordinate and maintain client communication lists (mailings, events, and marketing communications).
- Perform authentication call backs to clients on timely basis follow a request.
- Assemble materials for client meetings.
- Research and analyze fees.
- Generate client statements, tax reports and ad hoc reports.
- Promptly research and bring about resolution of all client issues, achieved through leveraging available resources and developing working relationships with middle and back office support teams.
- Pursue continuous improvement and problem solve by anticipating obstacles, developing plans to overcome and look for ways to improve.
- 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.
- Willingness to accept advanced responsibilities.
- Become subject matter expert on our clients, their needs and CIBC's internal policies and procedures.
- Display initiative and exhibit the ability to work without direction.
- Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed clients' expectations.
- Demonstrate knowledge to systems, processes and situations with proficiency.
- Bachelor's degree preferred.
- Strong client service commitment.
- Understanding of wealth management a plus.
- Ability to operate and thrive in a high paced environment, while maintain a high level of accuracy and timeliness.
- This role is expected to develop mastery of internal processes and systems, understand their nuances and develop best practices for achieving day to day client servicing activities.
- 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.
- Self-starter and proactive individual with the ability to work both independently and collaboratively with team members.
- 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.
- 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.
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Client Service Administrator - Boston, United States - CIBC LLC
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 )
Responsibilities but not limited to the following:
To Excel:
Qualifications:
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.
*Subject to plan and program terms and conditions
What you need to know
Job Location
100 Federal Street, 37th Floor
Employment Type
Regular
Weekly Hours
40
Skills
Accountability, Activity Coordination, Communication, Multitasking, Office Administration, Organizational Efficiency, Taking Initiative
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.
