Client Service Manager, Private Wealth

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 Job Description Job Purpose The Client Service Manager is a critical point of contact for all service related needs of a CIBC Private Wealth client. This role is responsible for building and maintaining client relationships. The Client Service Manager works in a team-oriented environment with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and integrated client experience. Key Accountabilities Provide high quality, high touch service to PWM clients. Manage new account onboarding including but not limited to opening and facilitation of account funding and cost basis input. Manage general account inquiries, maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes and tax reporting inquiries. Handle inbound and outbound telephone calls in a professional and courteous manner; route calls to the appropriate parties; and conduct necessary follow up to satisfy client requests. Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. Research, follow-up and resolve client inquiries and problems through effective interaction with clients, custodial partners, CIBC Private Wealth Relationship Managers, and operations departments in a timely and professional manner. Prepare material for client and prospect presentations, meetings, and reviews. Book travel arrangements, prepare travel, and expense reports on behalf of Relationship Managers. Assist in the training of less experienced staff, at Management request. Participate in other duties as requested by Relationship Managers and Firm Management. Qualifications and Skills Bachelor’s degree 5 – 7 years of financial industry experience. Strong organizational skills necessary to manage working with multiple Advisors and clients at once. Ability to work independently and be self-motivated, but also able to collaborate with other client service colleagues as needed. Follow-up skills essential. Excellent written and oral communication skills. Ability to multi-task and manage priorities effectively with minimal direction. Capacity to adapt to a rapidly changing business and technology environment. Exceptional problem-solving skills. Ability to learn proprietary software and databases. Develop professional relationships with and communicate effectively with co-workers and clients. Proven ability to work both independently and in a team environment, with the aptitude to competently handle multiple responsibilities with a high degree of accuracy in a high-pressure environment. Highly proficient user of Word, PowerPoint, Outlook and Excel. Risk and Compliance Our CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leadership’s identification and mitigation of risks in their daily responsibilities, not just in quarterly or annual monitoring/assessments. We all are accountable for managing risk. As an employee of CIBC the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes: Following all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls At all times acting in accordance with our Purpose and shared values, to achieve our Bank’s strategic goals Understanding and following the qualitative and quantitative components of our Risk Appetite Statements Completing all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC’s policies, frameworks, guidelines, processes and controls Speaking up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders Escalating matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC’s reputation as a leading financial institution 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 CIBC is committed to doing our part to protect our team, our clients and our communities. We want to ensure we have a safe and healthy workplace, and we want to do our part to get through this pandemic. In keeping with this commitment, and as a condition of employment, CIBC requires all successful candidates to be fully vaccinated against COVID-19 as of their start date, or provide written proof of a medical exemption, or other substantiated accommodation request under applicable human rights legislation. Job Location IL - 181 W Madison Employment Type Regular Weekly Hours 40 Skills