What are the responsibilities and job description for the Client Service Manager position at CIBC?
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 an Institutional Client Service Manager, you will support the firm’s institutional relationship management and business development activities. You will interact with institutional clients and prospects to address inquiries, coordinate with internal colleagues to meet client needs, and tailor communications to specific audiences. Your role will involve managing client communications, processing transactions, ensuring compliance with regulatory requirements, and supporting the broader institutional team with administrative and operational tasks.
How you’ll succeed
As an Institutional Client Service Manager, you will support the firm’s institutional relationship management and business development activities. You will interact with institutional clients and prospects to address inquiries, coordinate with internal colleagues to meet client needs, and tailor communications to specific audiences. Your role will involve managing client communications, processing transactions, ensuring compliance with regulatory requirements, and supporting the broader institutional team with administrative and operational tasks.
How you’ll succeed
- Deliver exceptional client service: Provide the highest level of service to institutional clients by processing cash flow transactions, entering trade orders, and responding to inquiries via email and phone.
- Manage client communications: Handle day-to-day interactions with clients and respond to assigned requests professionally and efficiently.
- Ensure compliance and organization: Maintain client records in accordance with CIBC, industry, and regulatory standards, ensuring proper documentation and compliance.
- Support business development: Participate in client meetings, prepare presentations, and manage follow-ups to support institutional relationship management efforts.
- Collaborate across teams: Work with financial advisors, internal business partners, and legal/compliance teams to address client needs and ensure timely resolution of inquiries.
- Maintain industry knowledge: Develop a deep understanding of operational workflows, investment products, and market trends to better support clients and consultants.
- Contribute to special projects: Support cross-functional initiatives, process improvements, and strategic efforts to enhance institutional client services.
Who you are
- Educational background: You have a bachelor’s degree (required).
- Industry experience: You have 2 years of experience in asset management or a comparable industry (e.g., investment consulting, wealth management). Prior institutional account management experience is preferred.
- Client service expertise: You have experience working in a client service role in the brokerage, investment advisory, or financial services industry.
- Strong communicator: You possess excellent verbal and written communication skills, with the ability to interact professionally with all levels of management.
- Detail-oriented and organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.
- Collaborative and independent: You work well in a team setting but can also take initiative and work independently with minimal supervision.
- Technically proficient: You are proficient in Microsoft Office applications, including Excel, and have experience designing spreadsheets, using formulas, and filtering functions.
What you need to succeed
- Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat.
- Strong analytical skills with the ability to quickly grasp financial and investment concepts.
- Excellent organizational and prioritization skills to manage time-sensitive tasks efficiently.
- Flexibility to work in a hybrid/WFH role with required in-office attendance based on business needs.
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 $65,000 - 90,000 for the Chicago, IL 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 contactMailbox.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
IL - 181 W Madison
Employment Type
Regular
Weekly Hours
40
Skills
Analytical Thinking, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Standards ComplianceSalary : $65,000 - $90,000
