Private Wealth Client Services Lead

Talentify; San Francisco (CA); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Incentive compensation

Medical, Dental, Vision

401(k)

Paid Time Off

Wellbeing support

Job summary

CIBC is seeking a Client Service Manager to support Private Wealth relationships by delivering exceptional service to PWM clients. You’ll work with Relationship Managers, custodians, and operations to create a seamless client experience. Details on on-site/remote work will be discussed at interview.

Ideal candidates have a bachelor’s degree and 5+ years in financial services, strong communication, and solid knowledge of investments and markets. Hybrid work and benefits accompany the role.

Qualifications

• Bachelor's degree and 5+ years in financial services or client service.
• Strong written and oral communication with high-net-worth clients.
• Ability to multi-task, manage priorities, and collaborate across teams.

Responsibilities

• Deliver high-touch service to Private Wealth clients with professionalism.
• Oversee onboarding, funding, and cost basis input for new accounts.
• Handle client inquiries, maintenance requests, and transaction support.
• Communicate effectively by routing calls and following up on requests.
• Manage client transactions, tax payments, and annual IRA contributions.
• Research and resolve client inquiries; drive continuous improvement.
• Prepare materials for presentations and assist Relationship Managers.

Skills

Client service

Communication

Investment knowledge

Organizational skills

Collaboration

Proactive problem-solving

Microsoft Office

Schwab/Fidelity platforms

Education

Bachelor's degree

Tools

Microsoft Word

PowerPoint

Outlook

Excel

Job description

CIBC is seeking a Client Service Manager to support Private Wealth relationships by delivering exceptional service to PWM clients. You’ll work with Relationship Managers, custodians, and operations to create a seamless client experience. Details on on-site/remote work will be discussed at interview.

Ideal candidates have a bachelor’s degree and 5+ years in financial services, strong communication, and solid knowledge of investments and markets. Hybrid work and benefits accompany the role.