Job Information
CIBC Client Service Associate in Boston, Massachusetts
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html)
JOB PURPOSE
Integral support for Senior Relationship Management team
Administrative support: telephone back-up, prepare correspondence and maintain files
Prepare materials for client meetings
Arrange new account packets and open new accounts
Research client inquiries and bring about timely resolution
Run client statements, tax reports and ad hoc reports
Provide documentation for clients’ annual reviews
Manage clients’ tax payments, annual IRA contributions/required minimum distributions
KEY ACCOUNTABILITIES
Willing to accept advanced responsibilities such as: preparing asset allocations, and performance reporting
Display initiative and exhibit the ability to work without direction
Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed clients’ expectations
Administer newly acquired knowledge to systems, processes and situations with proficiency
KNOWLEDGE AND SKILLS
Preferred Formal Education: Bachelor’s degree from an accredited 4-year university
Minimum 2 + years’ experience in finance
Internship in Wealth Management a plus
Strong client service orientation
Excellent organizational and analytical skills with an attention to detail
Proficient with Microsoft Word, Outlook, Excel and Power Point
Pleasant telephone manner and strong business writing skills
California residents — your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html)
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
100 Federal Street, 37th Floor
Employment Type
Regular
Weekly Hours
40
Skills
Client Issue Resolution, Client Service, Customer Experience (CX), Digital Literacy, Empathy (Inactive), Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services
At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.
Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.
Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.