CIBC · 2 days ago
Client Service Associate (Private Wealth)
Atlanta, GA
Full-time
Onsite
Entry Level
$52K/yr - $60K/yr
1+ years expCIBC is building a relationship-oriented bank for the modern world and is seeking a Client Service Associate to support Private Wealth relationship management efforts. The role involves delivering exceptional service to clients, managing onboarding and account maintenance, and ensuring seamless execution of client transactions.
BankingCredit CardsFinancial Services
No H1B
Responsibilities
Deliver high-touch service: Manage onboarding, account openings, and operational support with precision and professionalism
Communicate effectively: Serve as a primary point of contact for clients, internal partners, custodians, and service teams—ensuring clear, responsive, and proactive communication
Ensure operational excellence: Manage client transactions including money movements (checks, ACH, wires, journal transfers), execution of portfolio trade programs, quarterly tax payments, charitable gift requests, and annual IRA contributions/RMDs accurately, within established deadlines, and in accordance with existing policies and procedures. Process address changes and other account updates accurately and within required timelines. Update portfolio asset allocation schedules
Support your team: Assist Relationship Managers with preparing materials for presentations, meetings, and reviews, as well as reporting requests. Assist in the training of less experienced staff, at management request
Problem-solve and follow through: Proactively anticipate and address client needs. Promptly Research and resolve client inquiries in a timely, thoughtful, and professional manner. Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improve
Qualification
Required
You have a Bachelor's degree and /or 1-3 years of relevant financial industry experience
Experience in a client service role within Wealth Management is a plus
You possess excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization
You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy
You notice things that others don't
Your critical thinking skills help to inform your decision-making
You work well in a team setting but can also take initiative and work independently with minimal supervision
You're skilled in Microsoft Office applications, including Excel, and are comfortable working with internal platforms and systems
You bring your real self to work and you live our values - trust, teamwork, and accountability
Preferred
Experience in a client service role within Wealth Management is a plus
Benefits
Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
Holidays
401(k)
Wellbeing support
MomentMakers, our social, points-based recognition program
Company
CIBC
CIBC is a financial service company that offers business solutions.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.08B2026-01-09Post Ipo Debt· $700M
2025-09-22Post Ipo Debt· $326.24M
2025-07-09Post Ipo Debt· $750M
Leadership Team
Harry Culham
President and CEO | Président et chef de la direction
David Garnier Nova Scotia
Vice President
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