Client Service Manager - Business Development (private Wealth)

CIBC Capital Markets

San Francisco, CA, United States
Base: $75,000 – $100,000; bonus/equity: incentive ...
Fully remote
Salesforce experience
Client relationship management
Financial industry experience
Deliver exceptional client service and comprehensive administrative assistance to Business Development and Relationship Management teams

Job Summary

  • Deliver exceptional client service and comprehensive administrative assistance to Business Development and Relationship Management teams.
  • Support new business initiatives, market activities, and client onboarding processes, ensuring accuracy and compliance.
  • CIBC offers a competitive total rewards package including salary, incentive pay, banking benefits, and a comprehensive benefits program.

Matching Summary

Deliver exceptional client service and comprehensive administrative assistance to Business Development and Relationship Management teams.

Salary

Base: $75,000 – $100,000; Bonus/Equity: Incentive compensation plan, discretionary bonus component; Benefits: Medical, Dental, Vision, HSA, Life Insurance, Disability, PTO, Holidays, 401(k)

Skills & Requirements

Must-have

  • Salesforce experience
  • Client relationship management
  • Financial industry experience
  • High-net-worth client interaction
  • Regulatory compliance

Nice-to-have

  • Collaborative team player
  • Proactive problem solver
  • Detail-oriented approach
  • Continuous improvement mindset

Key Requirements

  • 5+ years of client service experience
  • Bachelor's degree preferred
  • Experience in wealth management preferred
  • Legally eligible to work in the US

Work Rights

Not specified

Tailored Resume

Cover Letter