Senior Director, Private Wealth Client Service

CIBC; Chicago (IL); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

HSA

Life Insurance

Disability Insurance

PTO

401(k)

Job summary

CIBC is seeking a Senior Client Service Leader for our Private Wealth team in Chicago. You will shape client service strategy, build and mentor a high-performing team, and set governance standards to ensure a compliant, responsive client experience across onboarding, servicing, and reviews.

You will lead training initiatives, optimize workflows, and partner with Wealth Management, Operations, Compliance, Technology, Marketing, and Client Experience to elevate service excellence.

Qualifications

• Experience leading and coaching a client service team.
• Ability to design and deliver training programs for onboarding and development.
• Knowledge of service standards, SLAs, escalation processes, and client communications.

Responsibilities

• Lead strategy, standards, and execution for private wealth client service.
• Develop and oversee client service training strategy.
• Establish service standards, SLAs, and escalation protocols.
• Monitor service performance and lead high-priority escalations.
• Drive continuous improvement to reduce friction and improve turnaround times.
• Collaborate with Wealth Management, Operations, Compliance, Tech, Marketing and Client Experience.

Skills

People leadership

Training & enablement

Service governance

Continuous improvement

Cross-functional partnership

Escalation & oversight

Education

Degree in business/finance/operations

Job description

CIBC is seeking a Senior Client Service Leader for our Private Wealth team in Chicago. You will shape client service strategy, build and mentor a high-performing team, and set governance standards to ensure a compliant, responsive client experience across onboarding, servicing, and reviews.

You will lead training initiatives, optimize workflows, and partner with Wealth Management, Operations, Compliance, Technology, Marketing, and Client Experience to elevate service excellence.