CIBC US · 6 hours ago
Senior Client Service Manager - Business Development
San Francisco, CA
Full-time
Onsite
Mid, Senior Level
$100K/yr - $125K/yr
5+ years expCIBC is building a relationship-oriented bank for the modern world, and they are seeking a Senior Client Service Manager - Business Development to support their Business Development and Relationship Management teams. The role involves delivering exceptional client service, preparing marketing materials, managing operational requests, and ensuring compliance with regulatory standards while collaborating with internal teams and high-net-worth clients.
BankingFinancial Services
Responsibilities
Provide comprehensive client service and administrative support to Business Development (BD) and Relationship Management (RM) teams. Become a trusted advisor and partner to clients, intermediaries, and BD/RM teams
Drive the preparation and review of client reports, as well as client and prospect marketing materials, presentations, RFPs, and meeting materials
Participate in client meetings (as needed)
Coordinate and support new business initiatives and market activities
Manage travel arrangements and maintain expense tracking and reporting
Plan and coordinate internal and external meetings, including logistics and material preparation
Handle inbound and outbound telephone calls professionally, routing as necessary and conducting follow-up
Open new accounts and sub-accounts, prepare and process new account paperwork, and coordinate onboarding for new clients
Manage client transactions such as wires, checks, ACH, journal transfers, address changes, portfolio trade programs, tax payments, charitable gifts, and IRA contributions/RMDs, ensuring accuracy and compliance
Communicate regularly and effectively with clients. Research and resolve client inquiries promptly and professionally, anticipating client needs and proactively addressing issues
Update portfolio asset allocation schedules and process account updates within required timelines
Run reports and overviews for key meetings; track client activity and support reporting requests
Assist in the training of less experienced staff as requested by management
Provide support for special projects as assigned
Achieve and sustain a balanced approach to managing risk by integrating compliance controls and processes (regulatory, compliance, fiduciary) into daily activities
Contribute to a positive organizational culture through collaborative behaviors, supporting client and employee engagement
Pursue continuous improvement, act as a problem solver, and seek ways to enhance processes and client service
Qualification
Required
5+ years of financial industry experience with demonstrated commitment to providing superior client service and high-touch relationship management
Understanding of wealth management and experience in a client service role working with high-net-worth (HNW) clients
Excellent verbal and written communication skills, with the ability to interact professionally with HNW clients, colleagues, custodians, and service teams
Ability to manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy
Strong analytical and critical thinking skills
Ability to work well in a team setting but also take initiative and work independently with minimal supervision
Proficient in Microsoft Office applications (Word, Outlook, Excel, PowerPoint, Adobe Acrobat)
Preferred
Bachelor's degree
Experience in a client service role working with high-net-worth (HNW) clients
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)
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