CIBC US · 11 hours ago
Client Service Associate
Boston, MA
Part-time
Hybrid
Entry Level
$25/hr - $25/hr
2+ years expCIBC is building a relationship-oriented bank for the modern world and is seeking a Client Service Associate to provide administrative support for high-net-worth client accounts. The role involves acting as a trusted partner to the Relationship Management team and ensuring accurate completion of account administrative duties while enhancing client experiences.
BankingFinancial Services
Responsibilities
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
Required
Bachelor's degree and/or 2-3 years' experience in trust and/or investments
Internship in Wealth Management a plus
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
Excellent organizational and analytical skills with strong attention to detail
Pleasant telephone manner and strong business writing skills
Proficient in Microsoft Word, Outlook, Excel, PowerPoint, and Adobe Acrobat
Benefits
Competitive salary
Incentive pay
Banking benefits
A benefits program
A vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Company
CIBC US
CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.
1001-5000 employees
H1B Sponsorship
CIBC US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (30)
2024 (42)
2023 (29)
2022 (11)
2021 (77)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2025-07-25
Company data provided by crunchbase