Private Banking Client Advisor (Hybrid)

Canadian Imperial Bank of Commerce; Chicago (IL); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical benefits

401(k) plan

Paid time off

MomentMakers program

Job summary

Canadian Imperial Bank of Commerce is seeking a Client Service Advisor in Chicago, IL. You will foster client relationships, support banking needs, and ensure a seamless experience between clients, operations, and Private Bankers.

The role involves problem solving, data usage, and collaboration across teams. You should have 1–3 years of financial industry experience or a related degree, and you will participate in a hybrid schedule with 1–3 days on-site.

Qualifications

• 1-3 years of financial industry experience and/or a Bachelor's degree in Finance, Accounting, or a related field.
• Strong client service orientation with ability to maintain accurate client files and prepare reports.
• Comfort with using technology and data to support client meetings and transactions.

Responsibilities

• Serve as the primary contact for client service needs and deliver superior service.
• Support client meetings and transaction processing with accuracy and timeliness.
• Collaborate with Private Bankers to support portfolio management and business development.
• Participate in projects to improve service and technology implementation.
• Ensure compliance with internal policies and regulatory requirements.

Skills

Client engagement

Relationship building

Technology proficiency

Communication

Problem solving

Education

Bachelor's degree in Finance/ Accounting or related field

Tools

MS Office

Job description

Canadian Imperial Bank of Commerce is seeking a Client Service Advisor in Chicago, IL. You will foster client relationships, support banking needs, and ensure a seamless experience between clients, operations, and Private Bankers.

The role involves problem solving, data usage, and collaboration across teams. You should have 1–3 years of financial industry experience or a related degree, and you will participate in a hybrid schedule with 1–3 days on-site.