Senior Client Service Associate (Private Wealth)
Full Job Posting
Who you are
- Educational background: You have a bachelor’s degree.
- Client service experience: You have 3-5+ years of financial industry experience with demonstrated experience in a client service role and understand the needs of high-net-worth clients.
- Strong communicator: You possess excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization.
- You put 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 are organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.
- You know that details matter: You notice things that others don't. Your critical thinking skills help to inform your decision-making.
- 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 highly proficient in Microsoft Word, PowerPoint, Outlook, and Excel, and are familiar with Schwab and Fidelity platforms (preferred).
- Values matter to you: You bring your real self to work and you live our values - trust, teamwork, and accountability.
- At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $75,000 - $85,000 for the Boston, MA 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.
- This role does not offer sponsorship or relocation assistance.
- #LI-TA
- 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 [email protected]
- 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
- MA-Boston, 100 Federal St Fl 31
- Employment Type
- Regular
- Weekly Hours
- 40
- Analytical Thinking, Client Service, Customer Experience (CX), Customer Service, Help Desk Support, Investment Portfolios, Post-Sales Support, Product Knowledge, Standards Compliance
Skills
- Analytical Thinking, Client Service, Customer Experience (CX), Customer Service, Help Desk Support, Investment Portfolios, Post-Sales Support, Product Knowledge, Standards Compliance
Preferred Qualifications
- Technically proficient: You are highly proficient in Microsoft Word, PowerPoint, Outlook, and Excel, and are familiar with Schwab and Fidelity platforms (preferred).
- At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $75,000 - $85,000 for the Boston, MA 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.
About CIBC
A leading North American financial institution.
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