Senior Client Service Associate

CIBC Capital Markets

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 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.
  • Deliver exceptional client service – Develop intimate knowledge of clients and their portfolios to provide proactive, high-touch support.
  • CIBC offers a competitive total rewards package, including a salary range of $55,000 - $68,000 for the Birmingham, MI market, and a full range of benefits and programs.

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, holidays, 401(k)

Skills & Requirements

Must-have

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

Nice-to-have

  • Personal tax background
  • Financial planning experience
  • Investment management background
  • External custodian experience
  • Intellectual curiosity

Key Requirements

  • Bachelor's degree and/or 1–5 years’ experience
  • Trust and account administration experience
  • Investment experience
  • Advanced Excel skills
  • Legally eligible to work in the US

Work Rights

Not specified

Tailored Resume

Cover Letter