Senior Client Service Manager (private Wealth)

CIBC Capital Markets

Washington, DC, United States
Base: $100,000 - $115,000; bonus/equity: incentive...
Fully remote
Client service management
Wealth management experience
High-net-worth clients
You will play a leading role in supporting Relationship Manager(s) by delivering exceptional client service and comprehensive administrative assistance

Job Summary

  • You will play a leading role in supporting Relationship Manager(s) by delivering exceptional client service and comprehensive administrative assistance.
  • CIBC offers a competitive total rewards package including salary, incentive pay, banking benefits, a benefits program, and a vacation offering.
  • We embrace your strengths and your ambitions, so you are empowered at work and truly valued for who you are and what you contribute.

Matching Summary

You will play a leading role in supporting Relationship Manager(s) by delivering exceptional client service and comprehensive administrative assistance.

Salary

Base: $100,000 - $115,000; Bonus/Equity: Incentive compensation plan, discretionary bonus; Benefits: Medical, Dental, Vision, HSA, Life Insurance, Disability, Paid Time Off, Holidays, 401(k)

Skills & Requirements

Must-have

  • Client Service Management
  • Wealth Management Experience
  • High-Net-Worth Clients
  • Microsoft Office Proficiency
  • Regulatory Compliance

Nice-to-have

  • Relationship Building
  • Proactive Communication
  • Problem Solving
  • Continuous Improvement
  • Positive Organizational Culture

Key Requirements

  • 5+ years financial industry experience
  • Bachelor's degree preferred
  • Legally eligible to work in the specified location

Work Rights

Not specified

Tailored Resume

Cover Letter