Senior Client Service Manager

CIBC

Chicago, IL, United States
$90,000 - $120,000k; incentive compensation plan +...
Hybrid
High-touch client service
Private wealth management support
New account onboarding
The Senior Client Service Manager provides high quality, high touch service to Private Wealth Management (PWM) clients in collaboration with Relationship Managers

Job Summary

  • The Senior Client Service Manager provides high quality, high touch service to Private Wealth Management (PWM) clients in collaboration with Relationship Managers.
  • You will manage new account onboarding at external custodians, with responsibilities including but not limited to opening new accounts and the facilitation of account funding and cost basis input.
  • At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.

Matching Summary

The Senior Client Service Manager provides high quality, high touch service to Private Wealth Management (PWM) clients in collaboration with Relationship Managers.

Salary

$90,000 - $120,000K; Incentive compensation plan and discretionary bonus component; Comprehensive benefits package

Skills & Requirements

Must-have

  • High-touch client service
  • Private Wealth Management support
  • New account onboarding
  • Account maintenance and inquiries
  • Client interaction and problem resolution
  • Salesforce CRM usage
  • Microsoft Office Suite proficiency

Nice-to-have

  • Relationship building
  • Strategic vision and forward thinking
  • Proactive service needs identification
  • Collaboration and teamwork
  • Attention to detail
  • Critical thinking skills

Key Requirements

  • Minimum 5 years banking/financial services experience
  • Degree/diploma in accounting, finance, or related field
  • Financial Industry Certifications/Securities License Preferred
  • Legally eligible to work in the specified location

Work Rights

Not specified

Tailored Resume

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