Associate, Client Support

CIBC

Calgary, AB, CA
Fully remote
Degree in business or related field
Strong attention to detail
Knowledge of daily market activities
The role involves providing administrative support to Investment Counselors to manage high-value portfolios and maximize productivity

Job Summary

  • The role involves providing administrative support to Investment Counselors to manage high-value portfolios and maximize productivity.
  • Candidates must demonstrate strong attention to detail while processing transactions accurately in a fast-paced environment.
  • CIBC offers competitive compensation, wellbeing support, and a social recognition program called MomentMakers.

Matching Summary

The role involves providing administrative support to Investment Counselors to manage high-value portfolios and maximize productivity.

Skills & Requirements

Must-have

  • Degree in business or related field
  • Strong attention to detail
  • Knowledge of daily market activities
  • Client service and relationship building
  • Transaction processing accuracy

Nice-to-have

  • Completion of CSC certification
  • Experience with high net worth clients
  • Ability to exercise independent judgement
  • General knowledge of financial industry
  • Strong interpersonal skills

Key Requirements

  • Degree in business or related field
  • Legal eligibility to work in Canada
  • Valid work or study permit if applicable

Work Rights

Must be legally eligible to work at the location specified

Tailored Resume

Cover Letter