CIBC US · 8 hours ago
Senior Client Service Manager (Private Wealth)
Washington, DC
Full-time
Onsite
Mid, Senior Level
$100K/yr - $115K/yr
5+ years expCIBC US is building a relationship-oriented bank for the modern world, seeking talented professionals dedicated to exceptional client service. The Senior Client Service Manager (Private Wealth) will support Relationship Managers by delivering comprehensive administrative assistance, managing client inquiries, and ensuring compliance with regulatory standards.
BankingFinancial Services
Responsibilities
Provide comprehensive client service and administrative support to Relationship Manager(s). Manage all account administrative duties for a variety of account types (irrevocable trusts, investment management accounts, IRAs, foundations)
Become a trusted advisor and partner to clients, intermediaries, and Relationship Manager(s)
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)
Plan and coordinate internal and external meetings, including logistics and material preparation
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
Collaborate with Relationship Manager(s), Wealth Strategist and/or Investment Team to develop strategy for clients’ wealth plans
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
Proactively determine workflow, set the agenda for projects and initiatives the team needs to execute. 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
Bachelor's degree preferred
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 engage with purpose to find the right solutions and go the extra mile
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 and also take initiative and work independently with minimal supervision
Proficient in Microsoft Office applications (Word, Outlook, Excel, PowerPoint, Adobe Acrobat); comfortable working with internal platforms and systems
Ability to bring real self to work and live values of 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)
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
H1B Sponsorship
CIBC US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (35)
2024 (42)
2023 (29)
2022 (11)
2021 (77)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2026-01-20
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