Client Service Associate

CIBC; Boston (MA); In loco; USD 65.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Holidays

Wellbeing support

MomentMakers

Descrizione del lavoro

CIBC is seeking a Client Service Associate in Boston, MA to support Private Wealth relationship management by delivering exceptional service to clients. You will respond to inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution.

You’ll also assist with preparing materials for presentations, tracking client activity, and maintaining a high-quality client experience.

Competenze

• Bachelor's degree or 1–3 years of relevant financial industry experience.
• Experience in Wealth Management client service is a plus.
• Strong client-first approach and proactive problem solving.
• Excellent verbal and written communication skills.
• Organized with ability to manage multiple priorities.
• Attention to detail and teamwork with ability to work independently.
• Proficient in Microsoft Office, including Excel.

Mansioni

• Deliver high-touch service: manage onboarding, account openings, and operational support.
• Communicate effectively with clients, custodians, and service teams.
• Manage client transactions including money movements and tax payments.
• Process address changes and other account updates.
• Support Relationship Managers with presentations and reporting.
• Research and resolve client inquiries promptly.
• Pursue continuous improvement and anticipate obstacles.

Conoscenze

Client service

Communication

Operational support

Wires & transfers

MS Office

Excel

Team collaboration

Attention to detail

Formazione

Bachelor's degree

Strumenti

Internal platforms and systems

Descrizione del lavoro

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

As a Client Service Associate, you will support Private Wealth relationship management efforts by delivering exceptional service to clients. You’ll respond to client inquiries, coordinate onboarding, and account maintenance, and collaborate with internal teams to ensure seamless execution. This role involves managing daily client communications, processing operational requests such as wires and address changes, and ensuring documentation and transactions align with regulatory and internal standards. You’ll also support Client Service Managers by preparing materials, tracking client activity, and contributing to a consistent and high-quality client experience.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you’ll succeed

• Deliver high-touch service: Manage onboarding, account openings, and operational support with precision and professionalism.
• Communicate effectively: Serve as a primary point of contact for clients, internal partners, custodians, and service teams—ensuring clear, responsive, and proactive communication.
• Ensure operational excellence: Manage client transactions including money movements (checks, ACH, wires, journal transfers), quarterly tax payments, charitable gift requests, and annual IRA contributions/RMDs accurately, within established deadlines, and in accordance with existing policies and procedures.
• Process address changes and other account updates accurately and within required timelines.
• Support your team: Assist Relationship Managers with account opening, onboarding and preparing materials for presentations, meetings, and reviews, as well as reporting requests.
• Problem-solve and follow through: Proactively anticipate and address client needs.
• Promptly research and resolve client inquiries in a timely, thoughtful, and professional manner.
• Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improve.

Who you are

• You have a Bachelor’s degree and/or 1-3 years of relevant financial industry experience.
• Experience in a client service role within Wealth Management is a plus.
• You put clients first: You engage with purpose to find the right solutions.
• You go the extra mile because it's the right thing to do.
• Strong communicator: You possess excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization.
• You are organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.
• You know that details matter: You notice things that others don't.
• Your critical thinking skills help to inform your decision-making.
• Collaborative and independent: You work well in a team setting but can also take initiative and work independently with minimal supervision.
• Technically proficient: You’re skilled in Microsoft Office applications, including Excel, and are comfortable working with internal and external platforms and systems.
• Values matter to you: You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

This role has an expected salary range of $65,000 - $70,000 for the Boston, MA 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.

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process. 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.

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Job Location MA‑Boston, 100 Federal St Fl 30 Employment Type Regular Weekly Hours 40 Skills Active Listening, Analytical Thinking, Budget Preparation, Client Service, 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 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.