Client Service Associate

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 .

CIBC US provides tailored commercial and commercial real estate banking, private wealth management, personal and small business financial solutions, as well as cross-border banking services, to clients with North American operations.

At our core, we are a relationship bank and strive to build trusting and enduring relationships by putting our clients at the center of all we do. We invest in our businesses, our clients, our people and our communities.

Our US headquarters is in Chicago – and we have offices strategically located across the United States to serve clients coast to coast.

To be the best-in-class, commercial and wealth management financial institution in the United States with seamless connectivity to our Capital Markets and Canadian Commercial & Wealth franchises.

What you'll be doing:

CIBC Private Wealth Management provides integrated wealth management, investment advisory, investment management, investment counseling, trust, fiduciary, related asset management services, individual retirement account and other custodial services for high-net-worth individuals, their families, foundations and/or endowments.

The Senior Client Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client inquiries and issues in order to effectively bring about resolution. This role also provides oversight on some aspects of the Client Service Associate’s responsibilities.

How you'll succeed:

• Prepare and process new account paperwork.
• Open new accounts and sub-accounts.
• Cash transaction processing (checks, ACH, wires, journal transfers).
• Manage clients’ quarterly tax payments and annual IRA contributions/RMDs.
• Supervise all aspects of gifting (cash, in-kind, gift letters, Crummey letters).
• Assemble quarterly/annual portfolio review presentation books.
• Update portfolio asset allocation schedules.
• Run performance reports.
• Complete securities processing (purchases, redemptions, capital calls, pricing updates).
• Research and analyze fees.
• Complete and provide documentation for Annual Review Suite.
• Initiate contact with clients and their third-party advisors when appropriate.
• Provide administrative support (answer telephones, prepare well-written correspondence, maintain files for quarterly administrative and investment reviews).
• Proactively anticipate and address client needs. Promptly research and bring about resolution of all client issues.
• Provide integral support for client service teams and special projects.
• Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day-to-day activities.
• Contribute to a strong organizational culture through positive, collaborative behaviors resulting in client and employee engagement.
• Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improve.
• Assist clients with Portfolio Online.

Who you are:

• Bachelor’s degree and/or 3-10 years’ experience in trust and account administration and/or investments.
• Experience in personal tax, financial planning or investment management.
• Strong client service commitment.
• Strong interpersonal and verbal communication skills with the ability to use these skills to communicate with high-net-worth clients and colleagues.
• Strong organizational skills sufficient to complete work according to established schedule and timeframes, while accommodating given priorities.
• Mastery of TrustDesk, Temenos WealthManager, ORS, IDS and CSC systems.
• Experience in working with external custodians, such as Charles Schwab and Fidelity.
• Proficient with Microsoft Word, Outlook, Excel, Power Point and Adobe Acrobat.

Job Location: 100 Saint Paul Street

Employment Type: Regular

Weekly Hours: 40

Skills: Client Service, Interpersonal Communication, Office Administration, Presentation Materials

This role does not offer sponsorship or relocation assistance. All candidates must reside local to Denver, CO.

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, 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.