CIBC · 11 hours ago
Senior Client Service Manager (Private Wealth)
Washington, DC
Full-time
Onsite
Mid, Senior Level
$100K/yr - $115K/yr
5+ years expCIBC is building a relationship-oriented bank for the modern world, and they are seeking a Senior Client Service Manager (Private Wealth) to deliver exceptional client service and support Relationship Managers. The role involves managing client inquiries, onboarding, and ensuring compliance while collaborating with internal teams to enhance the client experience.
BankingCredit CardsFinancial 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
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
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); comfortable working with internal platforms and systems
Ability to bring your real self to work and live the values of trust, teamwork, and accountability
Preferred
Bachelor's degree preferred
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 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
CIBC is a financial service company that offers business solutions.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.08B2026-01-09Post Ipo Debt· $700M
2025-09-22Post Ipo Debt· $325.48M
2025-07-09Post Ipo Debt· $750M
Leadership Team
David Garnier Nova Scotia
Vice President
Ozge Yeloglu
VP Enterprise Advanced Analytics
Recent News
2026-02-04
2026-02-03
Company data provided by crunchbase