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

What you'll be doing 

As a Senior Client Service Associate, you will execute 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. You will also provide oversight on some aspects of the Client Service Associate’s responsibilities.

• Demonstrate a passionate commitment to servicing clients

• Prepare and process new account paperwork

• Open new accounts and sub-accounts

• Process cash transactions (checks, ACH, wires, journal transfers)

• Manage clients’ quarterly tax payments and annual IRA contributions/RMDs

• Supervise all aspects of gifting

• Assemble quarterly/annual portfolio review presentation books

• Update portfolio asset allocation schedules

• Run performance reports

• Complete securities processing (purchases, redemptions, capital calls, pricing updates)

• Research and analyze fees

• Assist clients with Portfolio Online

• Complete and provide documentation for Annual Review Suite

• Initiate contact with clients and their third-party advisors when appropriate

• Provide administrative support (answer telephones, prepare well-written correspondence, maintain files for quarterly administrative and investment reviews)

• Proactively anticipate and address client needs. Promptly research and bring about resolution of all client issues.

• Provide integral support for client service teams and special projects.

• Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into daily 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

Who you are 

• You have a bachelor’s degree and/or 3–10 years of experience in trust and account administration, personal tax, financial planning, or investment management.

• 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 possess superior interpersonal and verbal communication skills with the ability to use these skills to communicate with high-net-worth clients and colleagues.

• You have strong organizational skills sufficient to complete work according to established schedule and timeframes, while accommodating given priorities.

• It’s an asset if you have experience working with external custodians, such as Charles Schwab and Fidelity

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 $60,000 - $75,000 for the Tampa, FL 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.

Job Location

FL - 100 North Tampa Street

Employment Type

Regular

Weekly Hours

40

Skills

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

Salary : $60,000 - $75,000