CIBC US · 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, seeking talented professionals dedicated to client service. As a Client Service Associate, you will support Private Wealth relationship management efforts by delivering exceptional service and managing client communications and operational requests.
BankingFinancial Services
No H1B
Responsibilities
Manage onboarding, account openings, and operational support with precision and professionalism
Serve as a primary point of contact for clients, internal partners, custodians, and service teams—ensuring clear, responsive, and proactive communication
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
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
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
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
Excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization
Ability to manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy
Strong attention to detail and critical thinking skills
Ability to work well in a team setting but also take initiative and work independently with minimal supervision
Skilled in Microsoft Office applications, including Excel, and comfortable working with internal platforms and systems
Commitment to values such as trust, teamwork, and accountability
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)
Company
CIBC US
CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2026-01-20
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