Wealth Client Service Associate (Hybrid/Remote)

CIBC

Boston (MA)

On-site

USD 65,000 - 70,000

Full time

9 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Holidays

Wellbeing support

MomentMakers

Job summary

CIBC is seeking a Client Service Associate in Boston, MA to support Private Wealth relationship management by delivering exceptional service to clients. You will respond to inquiries, coordinate onboarding and account maintenance, and collaborate with internal teams to ensure seamless execution.

You’ll also assist with preparing materials for presentations, tracking client activity, and maintaining a high-quality client experience.

Qualifications

Bachelor's degree or 1–3 years of relevant financial industry experience.
Experience in Wealth Management client service is a plus.
Strong client-first approach and proactive problem solving.
Excellent verbal and written communication skills.
Organized with ability to manage multiple priorities.
Attention to detail and teamwork with ability to work independently.
Proficient in Microsoft Office, including Excel.

Responsibilities

Deliver high-touch service: manage onboarding, account openings, and operational support.
Communicate effectively with clients, custodians, and service teams.
Manage client transactions including money movements and tax payments.
Process address changes and other account updates.
Support Relationship Managers with presentations and reporting.
Research and resolve client inquiries promptly.
Pursue continuous improvement and anticipate obstacles.