Senior Client Service Manager (private Wealth)

CIBC

Washington, DC, United States
Base: $100,000 - $115,000; bonus/equity: eligible ...
Fully remote
5+ years financial industry experience
High-net-worth client service expertise
Account opening and onboarding proficiency
This role supports Relationship Managers by delivering exceptional client service and comprehensive administrative assistance to high-net-worth clients

Job Summary

  • This role supports Relationship Managers by delivering exceptional client service and comprehensive administrative assistance to high-net-worth clients.
  • The successful candidate will manage complex account duties including trusts, investment accounts, and IRA transactions while ensuring strict regulatory compliance.
  • CIBC offers a competitive total rewards package including medical, dental, vision, life insurance, and a 401(k) plan with discretionary bonus potential.

Matching Summary

This role supports Relationship Managers by delivering exceptional client service and comprehensive administrative assistance to high-net-worth clients.

Salary

Base: $100,000 - $115,000; Bonus/Equity: Eligible for incentive compensation plan; Benefits: Medical, Dental, Vision, 401(k), Paid Time Off

Skills & Requirements

Must-have

  • 5+ years financial industry experience
  • High-net-worth client service expertise
  • Account opening and onboarding proficiency
  • Regulatory compliance knowledge
  • Microsoft Office and internal systems

Nice-to-have

  • Proactive problem-solving skills
  • Collaborative team environment
  • Continuous improvement mindset
  • Training less experienced staff
  • Strategic wealth planning support

Key Requirements

  • Bachelor's degree preferred
  • 5+ years of financial industry experience
  • Experience with HNW client services
  • Legal eligibility to work in the US

Work Rights

Must be legally eligible to work at the location(s)

Tailored Resume

Cover Letter