Client Experience & Relationship Advisor

CIBC US; Chicago (IL); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Paid time off

401(k)

Job summary

CIBC is seeking a client-focused professional in Chicago, IL to deliver superior client service, support portfolio management with Private Bankers, and help drive business development. You will process transactions, maintain records, and collaborate across operations and technology to implement improvements.

The successful candidate will have 1–3 years in financial services, a Bachelor’s degree in Finance or Accounting, and a commitment to client outcomes and compliance.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 1–3 years of financial industry experience.
• Legally eligible to work in Chicago, IL.

Responsibilities

• Act as the primary contact for client service needs and deliver superior service by maintaining active account files, preparing reports and presentations, and responding to client inquiries with professionalism and care.
• Partner with Private Bankers to support portfolio management and business development efforts.
• Process client transactions accurately and efficiently, maintain documentation, and stay informed of policy changes.
• Collaborate with operations, sales, product, and technology teams to improve service and implement new solutions.
• Participate in projects, contributing to service improvement and technology implementation.
• Ensure compliance with internal policies and regulatory requirements by verifying documentation and reducing risk.

Skills

Analytical Thinking

Cash Flow Analysis

Client Service

Customer Experience

Investment Portfolios

Post-Sales Support

Product Knowledge

Transaction Banking

Education

Bachelor’s degree in Finance or Accounting

Job description

CIBC is seeking a client-focused professional in Chicago, IL to deliver superior client service, support portfolio management with Private Bankers, and help drive business development. You will process transactions, maintain records, and collaborate across operations and technology to implement improvements.

The successful candidate will have 1–3 years in financial services, a Bachelor’s degree in Finance or Accounting, and a commitment to client outcomes and compliance.