Client Associate jobs in Wichita, KS

C
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

  • 18 Days Ago

B
Client service associate
  • Boutique Recruiting
  • Independence, KS FULL_TIME
  • A well-established wealth management firm is in search of a Client Service Associate to support their financial advisory team at their brand new location in Washinton, DC! This important position play...
  • Just Posted

J
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

J
Client Service Associate
  • Jackson Hewitt - 1558
  • McPherson, KS PART_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

P
Printing Associate Person
  • Printing Associate Person
  • Haysville, KS FULL_TIME
  • Benefits PTO (Paid Time Off) Comprehensive Health, Disability Life, Dental and Vision Plans 401(K) match & retirement plans Development opportunitiesJob Type: Full-timeSalary: $16-17 per hourResponsib...
  • 1 Month Ago

S
ECMO Specialist
  • SpecialtyCare Associate Referral Program
  • Wichita, KS FULL_TIME
  • As an ECMO (Extracorporeal Membrane Oxygenation) Specialist you will operate and maintain ECMO circuits for patients requiring long-term pulmonary and/or cardiopulmonary support. The ECMO Specialist f...
  • 9 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Client Associate jobs found in Wichita, KS area

V
CUSTOMER SERVICE REPRESENTATIVE (Full-Time & Part-Time)
  • ValorVIP
  • Wichita, KS
  • POSITION OVERVIEW: CUSTOMER SERVICE REPRESENTATIVE (FULL-TIME & PART-TIME) We are looking for full-time and part-time cu...
  • 4/26/2024 12:00:00 AM

T
Customer Support Analyst
  • Txtav
  • Wichita, KS
  • Job Description Customer Support Analyst ( **Job Number:** 298137 ) **Description** **JOB SUMMARY:** The primary respons...
  • 4/26/2024 12:00:00 AM

M
Call Center Operations Manager
  • MassMarkets
  • Wichita, KS
  • POSITION OVERVIEW OPERATIONS MANAGER SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS Our team is looking for experienced...
  • 4/26/2024 12:00:00 AM

C
Customer Service Associate (Part Time)
  • Capfed
  • Wichita, KS
  • ** Customer Service Associate (Part Time)** **Job Category****:** Retail Operations **Requisition Number****:** CUSTO003...
  • 4/26/2024 12:00:00 AM

I
Accounts Payable Specialist
  • IMA Financial Group, Inc.
  • Wichita, KS
  • What Youll Do: Assist with the insurance carrier accounts payable function for all locations operations, including but n...
  • 4/26/2024 12:00:00 AM

G
Account Representative I
  • Guidant Financial
  • Andover, KS
  • This is a fully and permanently remote work from home opportunity with a growing and stable company available in select ...
  • 4/25/2024 12:00:00 AM

H
Pre-Season Tax Professional
  • H&r Block
  • Wichita, KS
  • **516850BR****Title:**Pre-Season Tax Professional**Our Company****:**At H&R Block, we believe in the power of people hel...
  • 4/24/2024 12:00:00 AM

P
Customer Service Representative - Inbound Only (Kansas)
  • Principle Choice Solutions LLC
  • Wichita, KS
  • Inbound Call Center Representative Who We Are: Principle Choice Solutions, LLC (PCS) are trusted and respected healthcar...
  • 4/22/2024 12:00:00 AM

Downtown Wichita is at 37°41′20″N 97°20′10″W / 37.68889°N 97.33611°W / 37.68889; -97.33611 (37.688888, −97.336111), at an elevation of 1,299 feet (396 m). Wichita is in south-central Kansas at the junction of Interstate 35 and U.S. Route 54. Part of the Midwestern United States, it is 157 mi (253 km) north of Oklahoma City, 181 mi (291 km) southwest of Kansas City, and 439 mi (707 km) east-southeast of Denver. The city lies on the Arkansas River near the western edge of the Flint Hills in the Wellington-McPherson Lowlands region of the Great Plains. The area's topography is characterized by...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$49,529 to $64,940
Wichita, Kansas area prices
were up 1.3% from a year ago

Client Associate
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
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
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
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 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
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 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
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
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
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