Senior Client Service Associate (Private Wealth)

CIBC US; Boston (MA); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

Benefits program

Paid time off

Job summary

CIBC US Boston-based private wealth team seeks a Senior Client Service Associate to support relationship management with high-net-worth clients. You will respond to inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution.

The role emphasizes high-touch service, accurate processing of wires and account updates, and adherence to regulatory standards.

Qualifications

• Bachelor’s degree required.
• 3–5+ years of financial industry experience with demonstrated client service background.
• Excellent verbal and written communication skills; ability to interact professionally across all levels.

Responsibilities

• Deliver high-touch client service by managing onboarding, account openings, and operational support.
• Serve as primary point of contact for clients, internal partners, custodians, and service teams; ensure clear, proactive communication.
• Manage client transactions including money movements, quarterly tax payments, charitable gift requests, and IRA contributions/RMDs within deadlines and policies.
• Support senior staff with preparing materials for presentations, meetings, and reviews; respond to reporting requests.
• Proactively address client needs; research and resolve inquiries promptly and pursue continuous improvement.

Skills

Analytical Thinking

Client Service

Customer Experience

Customer Service

Help Desk Support

Investment Portfolios

Post-Sales Support

Product Knowledge

Standards Compliance

Education

Bachelor's degree

Job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

As a Senior Client Service Associate, you will support Private Wealth relationship management efforts by delivering exceptional service to clients. You’ll respond to client inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution. This role involves managing daily client communications, processing operational requests such as wires and address changes, and ensuring documentation and transactions align with regulatory and internal standards. You’ll also support Relationship Managers by preparing materials, tracking client activity, and contributing to a consistent and high-quality client experience.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

• Deliver high-touch service: Manage onboarding, account openings, and operational support with precision and professionalism.


• Communicate effectively: Serve as a primary point of contact for clients, internal partners, custodians, and service teams—ensuring clear, responsive, and proactive communication.


• Ensure operational excellence: Manage client transactions including money movements (checks, ACH, wires, journal transfers), quarterly tax payments, charitable gift requests, and annual IRA contributions/RMDs accurately, within established deadlines, and in accordance with existing policies and procedures. Process address changes and other account updates accurately and within required timelines. Update portfolio asset allocation schedules.


• Support your team: Assist senior staff with preparing materials for presentations, meetings, and reviews, reporting requests, and other tasks at managements request.


• Problem-solve and follow through: Proactively anticipate and address client needs. Promptly Research and resolve client inquiries in a timely, thoughtful, and professional manner. Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improve.

Who You Are

• Educational background: You have a bachelor’s degree.


• Client service experience: You have 3-5+ years of financial industry experience with demonstrated experience in a client service role and understand the needs of high-net-worth clients.


• Strong communicator: You possess excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization.


• You put clients first: You engage with purpose to find the right solutions. You go the extra mile because it's the right thing to do.


• You are organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.


• You know that details matter: You notice things that others don't. Your critical thinking skills help to inform your decision-making.


• Collaborative and independent: You work well in a team setting but can also take initiative and work independently with minimal supervision.


• Technically proficient: You are highly proficient in Microsoft Word, PowerPoint, Outlook, and Excel, and are familiar with Schwab and Fidelity platforms (preferred).


• Values matter to you: You bring your real self to work and you live our values - trust, teamwork, and accountability.

At CIBC, we offer a competitive total rewards package.This role has an expected salary range $75,000 - $85,000 for the Boston, MA market based on experience, qualifications, and location of the position.The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.

This role does not offer sponsorship or relocation assistance.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.


• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.


• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.


• Subject to plan and program terms and conditions

What You Need To Know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]


• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.


• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

MA-Boston, 100 Federal St Fl 31

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Client Service, Customer Experience (CX), Customer Service, Help Desk Support, Investment Portfolios, Post-Sales Support, Product Knowledge, Standards Compliance