Senior Client Service Associate

CIBC

Birmingham, MI, United States
Base: $55,000 - $68,000; bonus/equity: incentive c...
Fully remote
High-net-worth client support
Execute complex transactions
Research and resolve client inquiries
You’ll play a key role in supporting high-net-worth client portfolios by executing complex transactions, researching, and resolving client inquiries, and preparing monthly and quarterly meeting materials

Job Summary

  • You’ll play a key role in supporting high-net-worth client portfolios by executing complex transactions, researching, and resolving client inquiries, and preparing monthly and quarterly meeting materials.
  • At CIBC, we embrace your strengths and your ambitions, so you are empowered at work.
  • CIBC offers a full range of benefits and programs to meet our team member’s needs, including medical, dental, vision, health savings account, life insurance, disability and other insurance plans, paid time off, holidays, and 401(k).

Matching Summary

You’ll play a key role in supporting high-net-worth client portfolios by executing complex transactions, researching, and resolving client inquiries, and preparing monthly and quarterly meeting materials.

Salary

Base: $55,000 - $68,000; Bonus/Equity: Incentive compensation plan, discretionary bonus component; Benefits: Medical, dental, vision, HSA, life insurance, disability, PTO, 401(k)

Skills & Requirements

Must-have

  • High-net-worth client support
  • Execute complex transactions
  • Research and resolve client inquiries
  • Prepare client meeting materials
  • Microsoft Office proficiency
  • Integrate compliance controls

Nice-to-have

  • Relationship-oriented bank
  • Proactive, high-touch support
  • Intellectual curiosity
  • Continuous learning and improvement
  • Collaborate with colleagues

Key Requirements

  • Bachelor's degree and/or 1-5 years experience
  • Trust and account administration experience
  • Investment management experience
  • Personal tax or financial planning background
  • Proficiency in advanced Excel skills
  • Experience with external custodians
  • Legally eligible to work in the specified location

Work Rights

Not specified

Tailored Resume

Cover Letter