Senior Private Wealth Client Services Specialist

CIBC; Denver (CO); On-site; USD 70,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Incentive pay

401(k) Plan

Medical/Dental/Vision coverage

Paid time off

Wellbeing support

Job summary

CIBC seeks a Senior Client Service Associate to support Private Wealth relationship management by delivering high-touch client service. You will handle inquiries, coordinate onboarding, and ensure accurate account maintenance while collaborating with internal teams to ensure seamless execution.

You’ll manage client communications, process wires and address changes, and help ensure documentation and transactions meet regulatory standards. A strong focus on client experience is essential.

Qualifications

• Bachelor’s degree required.
• 3–5+ years of client service in financial services.
• Excellent verbal and written communication.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Word, PowerPoint, Outlook and Excel.
• Familiarity with Schwab and Fidelity platforms preferred.

Responsibilities

• Manage onboarding and account maintenance with accuracy.
• Respond to client inquiries and coordinate with internal teams.
• Process wires, address changes, and other operational requests.
• Prepare materials for presentations and meetings.
• Maintain high-quality, compliant client experience.

Skills

Client Service

Relationship Management

Communication

Attention to detail

Team Collaboration

Education

Bachelor's degree

Tools

MS Office

Schwab platforms

Fidelity platforms

Job description

CIBC seeks a Senior Client Service Associate to support Private Wealth relationship management by delivering high-touch client service. You will handle inquiries, coordinate onboarding, and ensure accurate account maintenance while collaborating with internal teams to ensure seamless execution.

You’ll manage client communications, process wires and address changes, and help ensure documentation and transactions meet regulatory standards. A strong focus on client experience is essential.