Senior Client Service Manager (private Wealth)

CIBC

Washington, DC, United States
Base: $100,000 - $115,000; bonus/equity: incentive...
Fully remote
Client service and administrative support
High-net-worth client experience
Account opening and onboarding
As a Senior Client Service Manager (Private Wealth), you will play a leading role in supporting Relationship Manager(s) by delivering exceptional client service and comprehensive administrative assistance

Job Summary

  • As a Senior Client Service Manager (Private Wealth), you will play a leading role in supporting Relationship Manager(s) by delivering exceptional client service and comprehensive administrative assistance.
  • You will be 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.
  • CIBC offers a competitive total rewards package including an expected salary range of $100,000 - $115,000 for the Washington, DC market, incentive compensation, and a full range of benefits.

Matching Summary

As a Senior Client Service Manager (Private Wealth), you will play a leading role in supporting Relationship Manager(s) by delivering exceptional client service and comprehensive administrative assistance.

Salary

Base: $100,000 - $115,000; Bonus/Equity: Incentive compensation plan, discretionary bonus; Benefits: Medical, Dental, Vision, HSA, Life Insurance, Disability, PTO, Holidays, 401(k)

Skills & Requirements

Must-have

  • Client service and administrative support
  • High-net-worth client experience
  • Account opening and onboarding
  • Transaction management
  • Regulatory and internal standards

Nice-to-have

  • Relationship building
  • Proactive communication
  • Problem solver
  • Positive organizational culture

Key Requirements

  • 5+ years financial industry experience
  • Understanding of wealth management
  • Experience with HNW clients
  • Proficient in Microsoft Office

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter