Client Service Assocaite

Company: Canadian Imperial Bank of Commerce
Location: Boston
Posted on: June 25, 2022

Job Description:

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

Job Description

Responsibilities:

* Assisting clients with Portfolio Online
* Responsibility for inputting all cash processing functions
* Ability to handle all aspects of gifting - cash / in kind / gift letters / Crummey letters
* Ad hoc bill-paying and set up recurring payments
* Managing clients' quarterly tax payments and annual IRA contributions/RMDs
* Researching and resolve overdrafts
* Preparing new account packets and open new accounts & sub-accounts
* Assisting with file coordination for quarterly admin & investment reviews
* First review of administrative reviews
* Provide documentation for Annual Review Suite
* Researching client inquiries/problems and bring about resolution
* Administrative support: answer telephones, prepare correspondence, maintain files
* Integral support for client service teams and special projects as assigned/requested
* Handle family office services processing as required

Expectations:

* Under direction of supervisor; may delegate work to Administrative Coordinator as appropriate
* Learn and demonstrate proficiency with systems and processes
* Professional and polished interaction and communication with colleagues and clients
* Show initiative when learning systems and processes
* Actively engage with training opportunities
* Execute work flow accurately and efficiently per guidelines and training
* Collaborate with your team members with the singular goal of providing excellent client service
* Show commitment and dependability to get the job done with a positive attitude
* Fulfill all regulatory, compliance and fiduciary requirements
* May assume some responsibilities described in Client Analyst role and/or business development support functions

To Excel:

* Take on advanced responsibilities such as: securities pricing and capital calls and researching and analyzing fees
* Proactively anticipate what is needed before asked and exhibit the capability of working without direction
* Apply what is learned about systems and processes to new situations with proficiency
* Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed clients' expectations

Requirements:

* Bachelor's degree and 2+ years' experience in trust and/or investments
* Internship in Wealth Management is a plus
* Strong client service orientation
* Proficient with Microsoft Word, Outlook, Excel, Power Point and Adobe Acrobat
* Excellent organizational and analytical skills with a strong attention to detail
* Flexibility with the ability to multi-task and meet deadlines
* Strong work ethic
* Proactive; ability to work independently and in a team environment, with minimal direction
* Pleasant telephone manner

Risk and Compliance

Our CIBC risk culture is based on employees striving to exceed the expectations of ourselves and our leadership's identification and mitigation of risks in their daily responsibilities, not just in quarterly or annual monitoring/assessments. We all are accountable for managing risk.

As an employee of CIBC the incumbent must conduct themselves (and foster an environment for others) in a manner consistent with our strong risk culture. This includes:

* Following all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls
* At all times acting in accordance with our Purpose and shared values, to achieve our Bank's strategic goals
* Understanding and following the qualitative and quantitative components of our Risk Appetite Statements
* Completing all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings
* Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC's policies, frameworks, guidelines, processes and controls
* Speaking up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders
* Escalating matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC's reputation as a leading financial institution

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


* CIBC is committed to doing our part to protect our team, our clients and our communities. We want to ensure we have a safe and healthy workplace, and we want to do our part to get through this pandemic. In keeping with this commitment, and as a condition of employment, CIBC requires all successful candidates to be fully vaccinated against COVID-19 as of their start date, or provide written proof of a medical exemption, or other substantiated accommodation request under applicable human rights legislation.



Job Location

MA-100 Federal Street, 37th Fl

Employment Type

Regular

Weekly Hours

40

Skills

Keywords: Canadian Imperial Bank of Commerce, Boston , Client Service Assocaite, Other , Boston, Massachusetts