Client Service Manager - Business Development (private Wealth)

CIBC

San Francisco, CA, United States
Base: $75,000 – $100,000; bonus/equity: incentive ...
Fully remote
Salesforce experience valued
Prepare marketing materials
Support account opening and onboarding
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 organize internal/external meetings including client presentations.
  • Integrate compliance controls into daily activities to manage risk and contribute to a positive organizational culture through collaborative behaviors.

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, Disability, PTO, Holidays, 401(k)

Skills & Requirements

Must-have

  • Salesforce experience valued
  • Prepare marketing materials
  • Support account opening and onboarding
  • Manage operational requests
  • Collaborate with internal teams
  • Communicate with high-net-worth clients

Nice-to-have

  • Relationship-oriented bank
  • Embrace strengths and ambitions
  • Meaningful impact and valued
  • Collaborative behaviors
  • Continuous improvement and problem solver

Key Requirements

  • 5+ years superior client service
  • Financial industry experience
  • Wealth management experience preferred
  • Bachelor's degree preferred
  • Legally eligible to work in the US

Work Rights

Legally eligible to work

Tailored Resume

Cover Letter