Associate, Client Support

CIBC Capital Markets

Vancouver, Canada
Base: $50,840 to $59,350; bonus/equity: annual dis...
On-site
Provide administrative support
Prepare and distribute client documentation
Maintain client database
You will provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity

Job Summary

  • You will provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity.
  • At CIBC, your goals are a priority and they strive to create opportunities to tap into your potential.
  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong.

Matching Summary

You will provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity.

Salary

Base: $50,840 to $59,350; Bonus/Equity: Annual discretionary incentive or bonus program; Benefits: Banking benefit, wellbeing support, employee and family assistance programs, MomentMakers

Skills & Requirements

Must-have

  • Provide administrative support
  • Prepare and distribute client documentation
  • Maintain client database
  • Assist in preparing client presentations
  • Resolve client issues and inquiries
  • Manage new business investments
  • Follow up on client referrals

Nice-to-have

  • Relationship-oriented banking
  • Empowered work environment
  • Meaningful impact
  • Valued for contributions
  • Exceptional customer service

Key Requirements

  • Degree in business or related field
  • CIRO-ID licensing is an asset
  • Knowledge of daily market activities
  • General knowledge of the financial industry
  • Critical thinking skills

Work Rights

Not specified

Tailored Resume

Cover Letter