Client Associate jobs in Kansas

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Client associate
  • Canadian Imperial Bank of Commerce
  • Independence, KS FULL_TIME
  • Client Associate CIBC Wood Gundy page is loaded

    Client Associate CIBC Wood Gundy

    Apply

    locations

    Hamilton, ON

    time type

    Full time

    posted on

    Posted 2 Days Ago

    job requisition id

    2405261

    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.comWhat You’ll Be DoingYou’ll join a team that goes above and beyond for their clients.

    You’ll directly engage with high net worth clients to offer support, uncover business opportunities and proactively improve the client experience.

    At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement will be discussed at the time of your interview.

    How You’ll SucceedClient 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.

    Who You AreYou’re a certified professional.

    You have current accreditation and good standing

    Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH),

    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.

    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 driven to succeed.

    You are motivated by accomplishing your goals and delivering your best to make an impact.

    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 understand that success is in the details.

    You notice things that others don’t. Your critical thinking skills help to inform your decision making.

    Values matter to you . You bring your real self to work and you live our values - trust, teamwork, and accountability.

    What CIBC OffersAt 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*, defined benefit pension plan*, an employee share purchase plan, 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 conditionsWhat you need to knowCIBC 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

    Job LocationHamilton-21 King St. W

    Employment TypeRegular

    Weekly Hours37.5

    SkillsBusiness, Human Resources (HR)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.

    J-18808-Ljbffr

    Last updated : 2024-04-05

  • 16 Days Ago

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Client Relationship Associate
  • CM004 American Century Investment Services, Inc.
  • Kansas, KS FULL_TIME
  • Our Firm American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve...
  • 14 Days Ago

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Loan Client Service Associate
  • KS StateBank
  • Manhattan, KS FULL_TIME
  • Position Description: As a Loan Client Service Associate, you will provide exceptional customer service to our commercial and consumer loan clients by performing a variety of duties which include proc...
  • 25 Days Ago

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Wealth Management Client Associate
  • Bank of America
  • Leawood, KS FULL_TIME
  • Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Man...
  • 1 Month Ago

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Client Service Associate
  • Jackson Hewitt - 3409
  • Topeka, KS FULL_TIME
  • We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no ...
  • 2 Months Ago

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Client Service Associate
  • Jackson Hewitt - 3511
  • Derby, KS PART_TIME
  • At Jackson Hewitt, and its Franchisees, we provide an invaluable service in guiding our clients through the tax codes, rules, and processes. We do this with integrity, quality, and consistency. This i...
  • 2 Months Ago

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Client Associate 2
  • Epsilon
  • Chicago, IL
  • Job Description The Client Associate will grow a current book of business. They will identify, influence, present, close...
  • 4/24/2024 12:00:00 AM

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Senior Client Associate - Data Sales
  • Epsilon
  • Troy, MI
  • Job Description About the Role: In this role, you will leverage your data expertise to help automotive manufacturers (OE...
  • 4/24/2024 12:00:00 AM

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Client Associate 2
  • Epsilon
  • Chicago, IL
  • Job Description The Client Associate will grow a current book of business. They will identify, influence, present, close...
  • 4/23/2024 12:00:00 AM

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Senior Client Associate
  • Epsilon
  • Chicago, IL
  • Job Description The Sr Client Associate will grow a current book of business. They will identify, influence, present, cl...
  • 4/23/2024 12:00:00 AM

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Client Associate
  • Confidential
  • Weston, MA
  • Our client is a wealth management firm dedicated to providing comprehensive financial planning and investment management...
  • 4/23/2024 12:00:00 AM

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Senior Client Associate
  • Ascendo Resources
  • Miami, FL
  • We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join a...
  • 4/22/2024 12:00:00 AM

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Senior Client Associate - Data Sales
  • Epsilon
  • Chicago, IL
  • Job Description About the Role: In this role, you will leverage your data expertise to help automotive manufacturers (OE...
  • 4/21/2024 12:00:00 AM

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Strategic Client Associate
  • FATHOM
  • New York, NY
  • Fathom is on a mission to use AI to understand and structure the world's medical data, starting by making sense of the t...
  • 4/21/2024 12:00:00 AM

Kansas /ˈkænzəs/ (listen) is a U.S. state in the Midwestern United States. Its capital is Topeka and its largest city is Wichita, with its most populated county being Johnson County. Kansas is bordered by Nebraska on the north; Missouri on the east; Oklahoma on the south; and Colorado on the west. Kansas is named after the Kansa Native American tribe, which inhabited the area. The tribe's name (natively kką:ze) is often said to mean "people of the (south) wind" although this was probably not the term's original meaning. For thousands of years, what is now Kansas was home to numerous and divers...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$50,483 to $66,191

Client Associate
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022