Client Service 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

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

How You'll Succeed

• Client engagement and support – 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. Understand client needs and recommend solutions, ensuring every interaction demonstrates that CIBC listens and cares about our clients’ unique goals. Resolve complex issues as they arise through root cause analysis.
• Relationship building – Partner with Private Bankers to support portfolio management and business development efforts. Engage in outreach activities, uncover new business opportunities, and ensure clients feel valued and connected to the right specialists and resources. Build strong internal and external relationships.
• Leveraging technology – Accurately and efficiently process client transactions, maintain documentation for retention, and stay informed of policy and procedure changes. Utilize available technology to streamline tasks and enhance the client experience.
• Collaboration – Work with operations, sales, product, and technology teams to improve service and implement new solutions.
• Project involvement – Participate in projects, contributing to service improvement and technology implementation.
• Risk and quality controls – Ensure compliance with internal policies and regulatory requirements by verifying client documentation, protecting confidential information, and accurately completing service requests to reduce risk and avoid errors.

Who You Are

• You put our clients first. You engage with purpose, proactively follow up, and go the extra mile to ensure client satisfaction.
• You’re a certified professional. You have a minimum of 1-3 years of financial industry experience and/or a Bachelor’s degree in Finance, Accounting, or a related field.
• You’re goal-oriented. You are motivated by achieving objectives and delivering excellence in every client interaction.
• You’re passionate about people. You value relationships, collaborate effectively with diverse teams, and connect with clients through respect and authenticity.
• You love to learn. You stay current on products, policies, and best practices, and continuously seek opportunities to expand your financial knowledge.
• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

California residents — your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $60,000 - $70,000 for the Chicago, IL market based on experience, qualifications, and location of the position.The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

This position does not offer visa sponsorship.

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 [e-mail]

• 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, 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

IL-Chicago, 120 S LaSalle St Fl 2

Employment Type

Regular

Weekly Hours

40

Skills

• Analytical Thinking
• Cash Flow Analysis
• Client Service
• Customer Experience (CX)
• Investment Portfolios
• Post-Sales Support
• Product Knowledge
• Transaction Banking