Head of Private Wealth Client Services

CIBC US; Chicago (IL); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Competitive salary & incentive pay

Comprehensive benefits program

Purpose Day paid time off

Job summary

CIBC is seeking a Senior Client Service Leader for its Private Wealth team in Chicago. You will set strategy, standards, and execution to deliver responsive, personalized, and compliant support to Private Wealth clients.

You’ll lead and develop a team of experienced professionals, design training strategies, and establish service levels, escalation protocols, and governance that scales across the client lifecycle.

Qualifications

• Degree or diploma in business, finance, operations, adult education or a related field.
• Experience leading client service teams and coaching staff.
• Strong governance, escalation management, and process-improvement capabilities.

Responsibilities

• Lead and develop a high-performing client service team with clear expectations and accountability.
• Design and implement training programs for onboarding, role development, service standards, and escalation handling.
• Define firm-wide service standards, SLAs, escalation pathways and playbooks for onboarding, servicing, reviews and offboarding.
• Monitor service performance, drive continuous improvement, and reduce turnaround times without increasing costs.
• Partner with Wealth Management, Operations, Compliance, Technology and Marketing to enhance service delivery and governance.

Skills

Accountability

Client Service

Client Service Excellence

Leadership

Service Standards

Education

Degree in business/finance/operations

Job description

CIBC is seeking a Senior Client Service Leader for its Private Wealth team in Chicago. You will set strategy, standards, and execution to deliver responsive, personalized, and compliant support to Private Wealth clients.

You’ll lead and develop a team of experienced professionals, design training strategies, and establish service levels, escalation protocols, and governance that scales across the client lifecycle.