Senior Client Service Manager (private Wealth)

CIBC Capital Markets

Washington, DC, United States
Base: $100,000 - $115,000; bonus/equity: may be el...
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Exceptional client service delivery
Comprehensive administrative assistance
Research and resolve client inquiries
** CIBC Capital Markets is seeking a Senior Client Service Manager for its Private Wealth division in Washington, DC. The role requires extensive client service experience, particularly with high-net-worth clients, where the candidate will support Relationship Managers and ensure exceptional client experiences. **

Job Summary

  • Play a leading role in supporting Relationship Managers by delivering exceptional client service and comprehensive administrative assistance.
  • Responsible for researching and resolving client inquiries, supporting account opening and onboarding, managing operational requests, and ensuring all activities align with regulatory and internal standards.
  • Effectively collaborate with internal teams and proactively communicate with high-net-worth clients to ensure a seamless and high-quality client experience.

Matching Summary

Match Score: 75

** CIBC Capital Markets is seeking a Senior Client Service Manager for its Private Wealth division in Washington, DC. The role requires extensive client service experience, particularly with high-net-worth clients, where the candidate will support Relationship Managers and ensure exceptional client experiences. **

Salary

Base: $100,000 - $115,000; Bonus/Equity: May be eligible for incentive compensation plan and discretionary bonus; Benefits: Competitive total rewards package including Medical, Dental, Vision, 401(k), PTO

Skills & Requirements

Must-have

  • Exceptional client service delivery
  • Comprehensive administrative assistance
  • Research and resolve client inquiries
  • Account opening and onboarding support
  • Manage operational requests
  • Collaborate with internal teams
  • Proactive client communication

Nice-to-have

  • Relationship-oriented banking
  • Embrace strengths and ambitions
  • Meaningful impact and valued contributions

Key Requirements

  • 5+ years financial industry experience
  • Experience with high-net-worth clients
  • Bachelor's degree preferred
  • Proficient in Microsoft Office applications

Work Rights

Not specified

Tailored Resume

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