Estate Settlement & Client Care Specialist

Canadian Imperial Bank of Commerce; Toronto; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Toronto is looking for an Estate Specialist. In this role, you will provide essential support for managing estate settlements, requiring both empathy and teamwork skills. Your contributions will be vital in helping clients navigate challenging times. A strong knowledge of banking products and collaboration with Banking Centre employees is essential. This position offers a competitive salary and benefits, with a focus on employee development and wellbeing.

Benefits

Competitive salary

Defined benefit pension plan

Benefits program

Vacation offering

Wellbeing support

Qualifications

• Knowledge of estate-related matters and banking products is essential.
• Empathy for sensitive conversations with clients and their representatives.
• Ability to work collaboratively with Banking Centre employees.

Responsibilities

• Provide end-to-end support for estate settlement.
• Facilitate communication between clients and retail partners.
• Handle escalated issues from clients with care.

Skills

Analytical Thinking

Customer Service

Operations Management

Technical Knowledge

Tools

COINS

ECIF

ICBS

CRS

PESA

Job description

A leading financial institution in Toronto is looking for an Estate Specialist. In this role, you will provide essential support for managing estate settlements, requiring both empathy and teamwork skills. Your contributions will be vital in helping clients navigate challenging times. A strong knowledge of banking products and collaboration with Banking Centre employees is essential. This position offers a competitive salary and benefits, with a focus on employee development and wellbeing.