Senior Client Service Associate

CIBC

Birmingham, MI, US
Base: $55,000 - $68,000; bonus/equity: eligible fo...
Fully remote
Bachelor's degree or 1-5 years experience
Proficient in microsoft office and excel
Strong analytical and organizational skills
This role supports high-net-worth client portfolios by executing complex transactions and resolving client inquiries while collaborating closely with Senior Relationship Managers

Job Summary

  • This role supports high-net-worth client portfolios by executing complex transactions and resolving client inquiries while collaborating closely with Senior Relationship Managers.
  • Candidates will develop deep expertise in client accounts and investment offerings while ensuring strict adherence to regulatory compliance and risk management standards.
  • CIBC offers a competitive total rewards package including medical benefits, paid time off, and opportunities for professional designations in the wealth management industry.

Matching Summary

This role supports high-net-worth client portfolios by executing complex transactions and resolving client inquiries while collaborating closely with Senior Relationship Managers.

Salary

Base: $55,000 - $68,000; Bonus/Equity: Eligible for incentive compensation plan and discretionary bonus; Benefits: Medical, dental, vision, life insurance, 401(k), and paid time off

Skills & Requirements

Must-have

  • Bachelor's degree or 1-5 years experience
  • Proficient in Microsoft Office and Excel
  • Strong analytical and organizational skills
  • Ability to execute complex financial transactions
  • Excellent verbal communication with clients

Nice-to-have

  • Background in personal tax or financial planning
  • Experience with Charles Schwab or Fidelity custodians
  • Proactive problem-solving mindset
  • Commitment to continuous professional development
  • Ability to work independently and take initiative

Key Requirements

  • Bachelor's degree required
  • 1-5 years in trust administration or investments
  • Legally eligible to work in the US
  • No visa sponsorship provided

Work Rights

Must be legally eligible to work in the specified location

Tailored Resume

Cover Letter