Job Information
CIBC Client Service Manager in West Palm Beach, Florida
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html)
What you'll be doing
The Client Service Manager is a critical point of contact for all service related needs of a CIBC Private Wealth client. This role is responsible for working with the Relationship Manager to build and maintain client relationships. The Client Service Manager works in a team-oriented environment with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and integrated client experience.
How you'll succeed
Provide high quality, high touch service to PWM clients.
Manage new account onboarding including but not limited to opening and facilitation of account funding and cost basis input.
Manage general account inquiries, maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes and tax reporting inquiries.
Handle inbound and outbound telephone calls in a professional and courteous manner; route calls to the appropriate parties; and conduct necessary follow up to satisfy client requests.
Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.
Research, follow-up and resolve client inquiries and problems through effective interaction with clients, custodial partners, CIBC Private Wealth Relationship Managers, and operations departments in a timely and professional manner.
Prepare material for client and prospect presentations, meetings, and reviews.
Assist Relationship Managers with strategizing, building, and implementing investment portfolios.
Assist with trading on accounts.
Provide ongoing portfolio maintenance.
Assist in the training of less experienced staff, at Management request.
Participate in other duties as requested by Relationship Managers and Firm Management.
Who you are
Bachelor’s degree
5 – 7 years of financial industry experience.
Strong organizational skills necessary to manage working with multiple Advisors and clients at once.
Ability to work independently and be self-motivated, but also able to collaborate with other client service colleagues as needed.
Fundamental understanding of investments and capital markets
Excellent written and oral communication skills.
Ability to multi-task and manage priorities effectively with minimal direction.
Capacity to adapt to a rapidly changing business and technology environment.
Exceptional problem-solving and follow-up skills are essential.
Familiarity with Schwab and Fidelity Platforms preferred.
Ability to learn proprietary software and databases.
Develop professional relationships with and communicate effectively with co-workers and clients.
Proven ability to work both independently and in a team environment, with the aptitude to competently handle multiple responsibilities with a high degree of accuracy in a high-pressure environment.
Highly proficient user of Word, PowerPoint, Outlook and Excel.
California residents — your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html)
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
FL - 525 Okeechobee Boulevard
Employment Type
Regular
Weekly Hours
40
Skills
Active Listening, Analytical Thinking, Budget Preparation, Client Relationship Management, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.