Client Service Associate

Company: Canadian Imperial Bank of Commerce
Location: Boston
Posted on: November 13, 2024

Job Description:

Time left to apply: End Date: November 22, 2024 (24 days left to apply)Job Requisition ID: 2423074We'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.comJob DescriptionJOB 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 distributionsKEY 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 proficiencyKNOWLEDGE AND SKILLS
    • Preferred Formal Education: Bachelor's degree from an accredited 4-year university
    • Minimum 2+ years' experience in finance
    • Strong client service orientation
    • Excellent organizational and analytical skills with an attention to detail
    • Proficient with Microsoft Word, Outlook, Excel and PowerPoint
    • Pleasant telephone manner and strong business writing skillsAt CIBC, we offer a competitive total rewards package. This role has an expected salary range of $54,440 - $70,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.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 FloorEmployment Type: RegularWeekly Hours: 40Skills: Client Issue Resolution, Client Service, Customer Experience (CX), Digital Literacy, Empathy (Inactive), Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services
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Keywords: Canadian Imperial Bank of Commerce, Portland , Client Service Associate, Other , Boston, Maine