Senior Private Wealth Client Services Associate

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

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.