Client Service Associate job opportunity at CIBC.

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DatePosted 15 Days Ago bot
CIBC Client Service Associate
Experience: 3-years
Pattern: part-time
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degreeAssociate
loacation New York, NY, United States Of America
loacation New York, NY....United States Of America

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 What you'll be doing As a Client Service Associate, you will provide day-to-day administrative support for a variety of high-net-worth client accounts (revocable and irrevocable trusts, investment management accounts, IRAs, foundations) and act as a trusted partner to Relationship Management team by serving as their primary point of contact for client servicing needs. At CIBC we enable the work environment most optimal for you to thrive in your role.   Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed Demonstrate a passionate commitment to serving clients in the accurate completion of account administrative duties such as preparing correspondence and maintaining 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. Willingness to accept advanced responsibilities such as preparing asset allocations, and performance reporting. Display initiative and exhibit the ability to work without direction. Effectively collaborate with colleagues to exceed clients’ expectations. Apply newly acquired knowledge to systems, processes and situations with proficiency. Who you are You have a Bachelor’s degree and/or 2-3 years’ experience in trust and/or investments. Internship in Wealth Management a plus. You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because it’s the right thing to do. You know that details matter. You notice things that others don’t. Your critical thinking skills help to inform your decision-making. You possess excellent organizational and analytical skills with strong attention to detail. You have a pleasant telephone manner and strong business writing skills You’re passionate about people. You find meaning in relationships and surround yourself with a diverse network of partners. You connect with others through respect and authenticity. You love to learn. You’re passionate about growing your knowledge. You have a strong sense of curiosity. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.  You’re proficient in Microsoft Word, Outlook, Excel, PowerPoint, and Adobe Acrobat. At CIBC, we offer a competitive total rewards package. This role has an expected hourly rate of $25.00 per hour for the New York, NY market based on experience, qualifications, and location of the position. California residents — your privacy rights regarding your actual or prospective employment At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.    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. Expected End Date 2026-07-04 Job Location NY-300 Madison Ave., 7th Floor Employment Type Temporary (Fixed Term) Weekly Hours 5 Skills Business

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