Client Service Associate at Canadian Imperial Bank of Commerce (CIBC)


New York, NY
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions so you feel empowered at work. Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com

Job Description

Responsibilities:
  • Mastery of the following systems: TrustDesk, ORS system and PostEdge
  • Working Knowledge of Wealth Manager/Temenos
  • Assisting clients with Portfolio Online
  • Responsibility for inputting all cash processing functions
  • Ability to handle all aspects of gifting - cash / in kind / gift letters / Crummey letters
  • Ad hoc bill-paying and set up recurring payments
  • Managing clients’ quarterly tax payments and annual IRA contributions/RMDs
  • Researching and resolve overdrafts
  • Preparing new account packets and open new accounts & sub-accounts
  • Assisting with file coordination for quarterly admin & investment reviews
  • First review of administrative reviews
  • Provide documentation for Annual Review Suite
  • Researching client inquiries/problems and bring about resolution
  • Administrative support: answer telephones, prepare correspondence, maintain files
  • Integral support for client service teams and special projects as assigned/requested
  • Handle family office services processing as required

Expectations:

  • Under direction of supervisor; may delegate work to Administrative Coordinator as appropriate
  • Learn and demonstrate proficiency with systems and processes
  • Professional and polished interaction and communication with colleagues and clients
  • Show initiative when learning systems and processes
  • Actively engage with training opportunities
  • Execute work flow accurately and efficiently per guidelines and training
  • Collaborate with your team members with the singular goal of providing excellent client service
  • Show commitment and dependability to get the job done with a positive attitude
  • Fulfill all regulatory, compliance and fiduciary requirements
  • May assume some responsibilities described in Client Analyst role and/or business development support functions

To Excel:

  • Take on advanced responsibilities such as: securities pricing and capital calls and researching and analyzing fees
  • Proactively anticipate what is needed before asked and exhibit the capability of working without direction
  • Apply what is learned about systems and processes to new situations with proficiency
  • Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed clients’ expectations

Requirements:

  • Bachelor’s degree and 2+ years’ experience in trust and/or investments
  • Internship in Wealth Management is a plus
  • Strong client service orientation
  • Proficient with Microsoft Word, Outlook, Excel and Power Point
  • Excellent organizational and analytical skills with an attention to detail
  • Flexibility with the ability to multi-task and meet deadlines
  • Strong work ethic
  • Proactive; ability to work independently and in the team environment, with minimal direction
  • Pleasant telephone manner

What You Need to Know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation during the application or interview process, please contact Mailbox.careers-carrieres@cibc.com
  • You need to be legally eligible to work in Canada at the location(s) specified above and, where applicable, must have a valid work or study permit

Job Location NY-1177 Avenue of the Americas
However this may change dependent on business need.
Employment Type Regular
Weekly Hours 40

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