Senior Client Service Associate

Develop intimate knowledge of clients and their portfolios to provide proactive, high-touch support.,Anticipate and address client needs by promptly researching and resolving inquiries, leveraging resources, and collaborating with internal teams.,Prepare monthly and quarterly client reports, update portfolio asset allocations, and analyze performance reports.,Familiarity with account opening and closing, cash transaction processing, and providing trading support.,Analyze and understand client portfolios, investments, and strategic segments; become a subject matter expert.,Provide administrative support including answering phones, preparing correspondence, and maintaining files.,Integrate compliance controls and processes (regulatory, compliance, fiduciary) into day-to-day activities.,Maintain a balanced approach to risk management.,Be a problem solver, anticipate obstacles, and look for ways to improve processes.,Demonstrate initiative and a commitment to learning and professional development.,Ability to develop deep expertise in client portfolios, CIBC internal policies, and wealth management offerings.,Strong problem-solving skills and willingness to accept advanced responsibilities.,Capacity to operate in a fast-paced environment while ensuring accuracy and timeliness.,Demonstrated initiative, intellectual curiosity, and commitment to continuous learning and improvement.,Ability to build strong working relationships with clients, colleagues, and external partners.

Bachelor’s degree and/or 1–5 years’ experience in trust and account administration or investments.,Background in personal tax, financial planning, or investment management is an asset.,Strong organizational skills to manage work according to schedule and shifting priorities.,Ability to analyze and review performance reports and client portfolios.,Proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint) and Adobe products, with advanced Excel skills.,Experience with external custodians such as Charles Schwab and Fidelity is a plus.,Excellent interpersonal and verbal communication skills, with the ability to interact effectively with high-net-worth clients and colleagues.,Self-starter able to work independently, display initiative, and see tasks through to completion.,Passionate commitment to serve clients and collaborate with colleagues to exceed expectations.,Adherence to CIBC values: trust, teamwork, and accountability.

Bachelor's Degree

Does not offer visa sponsorship