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CIBC · 15 hours ago

Client Service Associate

Boston, MA

Full-time

Onsite

Entry Level

$25/hr - $25/hr

2+ years exp

CIBC is building a relationship-oriented bank for the modern world and is seeking a Client Service Associate. In this role, you will provide administrative support for high-net-worth client accounts and act as a primary contact for client servicing needs.

BankingCredit CardsFinancial Services

Responsibilities

Provide day-to-day administrative support for a variety of high-net-worth client accounts (revocable and irrevocable trusts, investment management accounts, IRAs, foundations)

Act as a trusted partner to Relationship Management team by serving as their primary point of contact for client servicing needs

Demonstrate a passionate commitment to serving clients in the accurate completion of account administrative duties such as preparing correspondence and maintaining files

Prepare materials for client meetings

Arrange new account packets and open new accounts

Research client inquiries and bring about timely resolution

Run client statements, tax reports and ad hoc reports

Provide documentation for clients’ annual reviews

Manage clients’ tax payments, annual IRA contributions/required minimum distributions

Willingness to accept advanced responsibilities such as preparing asset allocations, and performance reporting

Display initiative and exhibit the ability to work without direction

Effectively collaborate with colleagues to exceed clients’ expectations

Apply newly acquired knowledge to systems, processes and situations with proficiency

Qualification

Client ServiceFinancial ProductsClient Issue ResolutionCustomer Experience (CX)Digital LiteracyEmpathyStandards ComplianceTransaction ServicesInterpersonal Communication

Required

Bachelor's degree and/or 2-3 years' experience in trust and/or investments

Demonstrate a passionate commitment to serving clients in the accurate completion of account administrative duties such as preparing correspondence and maintaining files

Prepare materials for client meetings

Arrange new account packets and open new accounts

Research client inquiries and bring about timely resolution

Run client statements, tax reports and ad hoc reports

Provide documentation for clients' annual reviews

Manage clients' tax payments, annual IRA contributions/required minimum distributions

Willingness to accept advanced responsibilities such as preparing asset allocations, and performance reporting

Display initiative and exhibit the ability to work without direction

Effectively collaborate with colleagues to exceed clients' expectations

Apply newly acquired knowledge to systems, processes and situations with proficiency

Possess excellent organizational and analytical skills with strong attention to detail

Have a pleasant telephone manner and strong business writing skills