CIBC US · 19 hours ago
Client Service Manager
Chicago, IL
Full-time
Onsite
Mid Level
$68K/yr - $85K/yr
3+ years expCIBC is building a relationship-oriented bank for the modern world, seeking talented professionals dedicated to client service. The Client Service Manager will support Private Wealth relationship management and business development by delivering exceptional service, managing client communications, and ensuring operational excellence.
BankingFinancial Services
No H1B
Responsibilities
Deliver high-touch service: Manage onboarding, account openings, and operational support with precision and professionalism
Communicate effectively: Serve as a main point of contact for clients, internal partners, custodians, and service teams—ensuring clear, responsive, and proactive communication
Ensure operational excellence: Process wires, address changes, and other account updates accurately and within required timelines
Support your team: Assist Relationship Managers with materials, tracking, and reporting that enhance client relationship development and retention
Problem-solve and follow through: Research and resolve client inquiries in a timely, thoughtful, and professional manner
Qualification
Required
Bachelor's degree (preferred)
3-5+ years of experience in asset management or a comparable industry (e.g., investment consulting, wealth management)
Prior Private Wealth account management experience (preferred)
Experience in a client service role in the brokerage, investment advisory, or financial services industry
Excellent verbal and written communication skills
Ability to interact professionally across all levels of the organization
Detail-oriented and organized
Ability to manage multiple priorities and deadlines in a fast-paced environment
Collaborative and independent work style
Skilled in Microsoft Office applications, including Excel
Comfortable working with internal platforms and systems
Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat
Strong analytical skills with the ability to quickly grasp financial and investment concepts
Excellent organizational and prioritization skills to manage time-sensitive tasks efficiently
Flexibility to work in a hybrid role with required weekly in-office attendance based on business needs
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
Company data provided by crunchbase