Private Wealth Associate

CIBC Capital Markets

New York, NY, United States
$60,000 – $70,000; bonus/equity: eligible for ince...
Client database maintenance
Client request resolution
New account onboarding
As a Private Wealth Associate, you will provide administrative support and high-quality customer service to clients and prospects, liaising closely with the business to complete tasks

Job Summary

  • As a Private Wealth Associate, you will provide administrative support and high-quality customer service to clients and prospects, liaising closely with the business to complete tasks.
  • Responsibilities include managing new account onboarding, handling client inquiries, preparing client presentations, and conducting account audits.
  • CIBC offers a competitive total rewards package including salary, potential incentive compensation, and a full range of benefits and programs.

Matching Summary

As a Private Wealth Associate, you will provide administrative support and high-quality customer service to clients and prospects, liaising closely with the business to complete tasks.

Salary

$60,000 – $70,000; Bonus/Equity: Eligible for incentive compensation plan and discretionary bonus; Benefits: Medical, Dental, Vision, HSA, Life Insurance, Disability, Paid Time Off, 401(k)

Skills & Requirements

Must-have

  • Client database maintenance
  • Client request resolution
  • New account onboarding
  • Client presentation preparation
  • Salesforce interaction logging
  • Microsoft Office Suite proficiency

Nice-to-have

  • Relationship-oriented banking
  • Proactive service needs assessment
  • Detail-oriented problem solving
  • Collaborative team environment
  • Inclusive team culture

Key Requirements

  • 3 years of experience in banking or financial services
  • Degree in accounting, finance, or related field
  • Legally eligible to work in the specified location

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter