Client Service Associate

* 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.
* 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.
* 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 Moment Makers, 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.

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.
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