Senior Client Service Manager page is loaded Senior Client Service Manager Apply locations San Francisco, CA time type Full time posted on Posted 8 Days Ago job requisition id
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
What you'll be doing
Oversees and manages all account administrative duties for a variety of account types (irrevocable trusts, investment management accounts, IRAs, foundations)
Prioritizes and oversees workflow and products of team members (may or may not manage other client service personnel)
Communicates regularly and effectively with clients
Participates in client meetings (as needed)
Becomes a trusted advisor and partner to the client, intermediaries and Relationship Manager
Drives the preparation and review of client reporting and any other presentation materials for clients
Works directly with intermediaries as needed to fulfill clients' tax and other reporting requirements (does not include preparation of tax returns)
Participates in internal compliance activities
Communicates regularly and effectively with local office team members
May act as the local office point person for firm wide initiatives
Manages or provides direction on special projects as needed
Oversee and direct day-to-day operations of client service as partner and facilitator for RM
Allows RM to focus on further deepening current client relationships and developing new business
Collaborate with RM, Wealth Strategist and/or Investment Team to develop strategy for clients' wealth plans
Proactively determine workflow, set the agenda for projects and initiatives the team needs to execute; manage professionals as relevant
Coordinate team performance to ensure that all regulatory, compliance and fiduciary requirements are fulfilled
Who you are
Preferred Formal Education: Bachelor's degree and/or 5+ years of trust and account administration and/or investments
Experience in personal tax, financial planning or investment management desired
Strong client service commitment with a pleasant telephone manner
Excellent organizational and analytical skills with an attention to detail
Strong verbal and written communication skills
Ability to work independently; understand and set priorities
Team oriented and a strong work ethic
Flexibility with the ability to multi-task and meet deadlines
Proficient with Microsoft Word, Outlook, Excel and Power Point
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $95,000 - $125,000 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 also may 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.
California residents - your privacy rights regarding your actual or prospective employment
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
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, French proficiency, 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
CA - San Francisco - 101 2nd St.
Employment Type
Regular
Weekly Hours
40
Skills
Active Listening, Analytical Thinking, Client Relationship Management, Customer Experience (CX), Department Administration, Interpersonal Communication, Operational Efficiency, Work Collaboratively Similar Jobs (1) Senior Client Service Associate locations San Francisco, CA time type Full time posted on Posted 30+ Days Ago
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.