Private Wealth Client Services Specialist

Canadian Imperial Bank of Commerce; Boston (MA); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Banking benefits

401(k)

Job summary

CIBC is seeking a Client Service Associate in Boston, MA to support Private Wealth relationship management. You will handle onboarding, client inquiries, account maintenance, and collaborate with internal teams to ensure seamless execution. The role emphasizes accuracy, proactive communication, and strong client focus.

You will assist with money movements, IRA contributions, and document reviews while upholding regulatory standards. A bachelor’s degree and 1–3 years’ experience are preferred.

Qualifications

• Bachelor’s degree and/or 1–3 years in financial services or client service.
• Experience in Wealth Management is a plus; focus on client needs.
• Strong communication, organization, and time-management skills.

Responsibilities

• Deliver high-touch service: manage onboarding, account openings, and operational support.
• Serve as primary client contact; coordinate with internal partners and custodians.
• Process client transactions (money movements, tax payments, contributions) with accuracy.
• Support Relationship Managers with presentations, materials, and reporting requests.

Skills

Active Listening

Analytical Thinking

Budget Preparation

Client Service

Customer Experience

File Maintenance

Interpersonal Communication

Presentation Preparations

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

CIBC is seeking a Client Service Associate in Boston, MA to support Private Wealth relationship management. You will handle onboarding, client inquiries, account maintenance, and collaborate with internal teams to ensure seamless execution. The role emphasizes accuracy, proactive communication, and strong client focus.

You will assist with money movements, IRA contributions, and document reviews while upholding regulatory standards. A bachelor’s degree and 1–3 years’ experience are preferred.