Client Service Representative

CIBC Capital Markets

Garibaldi Highlands, CA
Client engagement
Financial services products knowledge
On-site full-time work
As a Client Service Representative, you’ll be the first line of support as clients work towards their financial goals, answering questions, assisting with transactions, and connecting them with the right team members

Job Summary

  • As a Client Service Representative, you’ll be the first line of support as clients work towards their financial goals, answering questions, assisting with transactions, and connecting them with the right team members.
  • You will be responsible for helping clients manage their accounts and products, focusing on the client experience and making interactions meaningful.
  • CIBC offers a career with competitive salary, incentive pay, banking benefits, a defined benefit pension plan, an employee share purchase plan, and more.

Matching Summary

As a Client Service Representative, you’ll be the first line of support as clients work towards their financial goals, answering questions, assisting with transactions, and connecting them with the right team members.

Skills & Requirements

Must-have

  • Client engagement
  • Financial services products knowledge
  • On-site full-time work
  • Leveraging technology
  • Client issue resolution
  • Transaction services

Nice-to-have

  • Relationship-oriented bank
  • Embrace strengths and ambitions
  • Meaningful impact
  • Goal oriented
  • Passionate about people
  • Love to learn
  • Values matter

Key Requirements

  • Legally eligible to work
  • Valid work or study permit (if applicable)

Work Rights

Not specified

Tailored Resume

Cover Letter