Private Wealth Client Services Lead

CIBC US; Boston (MA); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Health benefits

401(k)

Paid time off

Job summary

CIBC in Boston is seeking a Client Service Manager to back Private Wealth relationship management and deliver high-quality service to PWM clients. You will work with the Relationship Manager to build and maintain client relationships in a team-driven environment.

The role emphasizes onboarding, account maintenance, and timely responses, with work arrangement to be discussed during interview. A bachelor’s degree and 5+ years in financial services are preferred, with CFP a plus.

Qualifications

• Bachelor’s degree required; CFP preferred.
• 5+ years in financial services with high-net-worth client experience.
• Strong organizational and multitasking abilities.
• Excellent written and verbal communication skills.
• Proficiency with investment knowledge and financial markets.
• Ability to learn proprietary software and databases.

Responsibilities

• Deliver high-touch service to Private Wealth Management clients.
• Oversee new account onboarding, funding, and cost basis input.
• Handle client inquiries and maintenance requests, including transactions, holdings, balances, and tax reporting inquiries.
• Communicate effectively via inbound/outbound calls and follow-up.
• Support Relationship Managers with portfolio maintenance and trading.
• Prepare materials for client meetings and reviews.

Skills

Client service

Relationship management

Communication

Multitasking

Microsoft Office

Education

Bachelor's degree

CFP certification

Tools

Schwab platforms

Fidelity platforms

Excel

PowerPoint

Outlook

Job description

CIBC in Boston is seeking a Client Service Manager to back Private Wealth relationship management and deliver high-quality service to PWM clients. You will work with the Relationship Manager to build and maintain client relationships in a team-driven environment.

The role emphasizes onboarding, account maintenance, and timely responses, with work arrangement to be discussed during interview. A bachelor’s degree and 5+ years in financial services are preferred, with CFP a plus.