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- Client engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes and opportunities to improve the client experience.
- Business development- Proactively identify business opportunities for your team. Work closely with investment advisors to support business development activities and assist in the building of investment plans based on the client's profile, goals, and risk/reward tolerance.
- Relationship building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
- 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're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.
- You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
- You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
- You're a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. It's an asset if you have Registered Representative (RR) licensing. Financial services and/or brokerage industry experience, and working knowledge of various quotation equipment is required.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
- Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and home.
- Connect: Work in a place where the right technology and infrastructure foster innovation, collaboration, and creativity.
- Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training.
- Prosper: Share in our collective success with a competitive salary, incentive pay, banking benefits, health benefits programs, retirement savings, and more.
- 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.
Client Service Associate - San Francisco, United States - CIBC
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
What you'll be doing
CIBC's Chicago Private Banking team is the full-service division of CIBC serving our high net worth clientele. As a Client Support Associate, you will work closely with private bankers at CIBC Chicago to help manage their portfolios and develop new business. You'll directly engage with high net worth clients to offer support, uncover business opportunities and proactively improve the client experience. You will gain experience to advance your career into other roles within the private banking environment and CIBC and keep up date on new products. This position is a great opportunity to learn private banking in professional and be part of a dynamic work environment.
How you'll succeed
At CIBC, our people are our greatest asset. You'll become part of a diverse community that acknowledges everyone's unique talents, and empowers teams to do what's right for the client and to do it well. As part of our team, you will:
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $70,000-$80,000 for the San Francisco-CA 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.
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.
What you need to know
CA - San Francisco nd St.
Employment Type
Regular
Weekly Hours
40
Skills
Business, Business Opportunities, Cash Flow Analysis, Customer Experience (CX), Help Desk Support, Investment Portfolios, Investments, Lending, People Management, Post-Sales Support, Sales Services, Time Management