Senior Private Wealth Client Specialist

CIBC

Boston (MA)

Hybrid

USD 75,000 - 85,000

Full time

9 days ago

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Benefits offered by this job

401(k)

Paid time off

Wellbeing support

Incentive pay

Job summary

CIBC is seeking a Senior Client Service Associate to support Private Wealth relationship management by delivering exceptional service to high-net-worth clients in the Boston area. You will manage onboarding, client inquiries, and account maintenance, coordinating with internal teams to ensure accurate, timely processing and adherence to regulatory standards.

You will also assist Relationship Managers by preparing materials, tracking activity, and ensuring a consistent, high-quality client

Qualifications

Bachelor's degree required with 3–5+ years of financial industry client service experience.
Strong verbal and written communication skills; ability to interact across levels.
Proficiency with Microsoft Office and industry platforms (Schwab/Fidelity) preferred.

Responsibilities

Deliver high-touch client service and onboarding support for Private Wealth clients.
Respond to client inquiries and coordinate account openings and maintenance.
Process wires, address changes, and other operational requests within policy.
Prepare materials for Relationship Managers and track client activity for quality service.
Maintain regulatory and internal standards in all client transactions and communications.