Client Service Associate
Description
The Client Service Associate provides daily administrative support for various high-net-worth client accounts, including trusts, investment management accounts, IRAs, and foundations. This role acts as a primary point of contact for client servicing needs, supporting the Relationship Management team.
What We're Looking For
Provide accurate completion of account administrative duties, including preparing correspondence and maintaining files.,Prepare materials for client meetings.,Arrange new account packets and open new accounts.,Research client inquiries and ensure timely resolution.,Generate client statements, tax reports, and ad hoc reports.,Provide documentation for clients' annual reviews.,Manage clients' tax payments, annual IRA contributions/required minimum distributions.,Willingness to accept advanced responsibilities like preparing asset allocations and performance reporting.,Display initiative and work independently.,Collaborate effectively with colleagues to exceed client expectations.,Apply newly acquired knowledge to systems, processes, and situations proficiently.
Ideal Candidate
Bachelor's degree and/or 2-3 years' experience in trust and/or investments.,Internship in Wealth Management a plus.,Proficient in Microsoft Word, Outlook, Excel, PowerPoint, and Adobe Acrobat.
Minimum Education
Bachelor's Degree
Hard Skills
Soft Skills
Work Hours
5 hours/week
Benefits
Special Commitments
Must be legally eligible to work at the location(s) specified.
About the Company
Canadian Imperial Bank of Commerce (CIBC)
CIBC is a leading North American financial institution with 14 million personal banking, business, public sector, and institutional clients. It offers a full range of advice, solutions, and services through its leading digital banking network and locations across Canada, the U.S., and around the world.
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