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