CIBC US · 9 hours ago
Senior Client Service Associate (Private Wealth)
West Palm Beach, FL
Full-time
Onsite
Mid, Senior Level
$70K/yr - $80K/yr
3+ years expCIBC is building a relationship-oriented bank for the modern world and is seeking a Senior Client Service Associate to support Private Wealth relationship management efforts. The role involves delivering exceptional service to clients, managing daily communications, processing operational requests, and supporting Relationship Managers to ensure a high-quality client experience.
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 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), 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 senior staff with preparing materials for presentations, meetings, and reviews, reporting requests, and other tasks at managements 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
You have 3-5+ years of financial industry experience with demonstrated experience in a client service role and understand the needs of high-net-worth clients
You possess excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization
You engage with purpose to find the right solutions. You go the extra mile because it's the right thing to do
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 are highly proficient in Microsoft Word, PowerPoint, Outlook, and Excel
Preferred
You are familiar with Schwab and Fidelity platforms
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)
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
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2026-01-20
Company data provided by crunchbase