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 (https://www.cibc.com/en/about-cibc.html)
What you'll be doing
As a Senior Client Service Manager - Business Development, you will play a pivotal role in supporting both the Business Development and Relationship Management teams by delivering exceptional client service and comprehensive administrative assistance. You will be responsible for preparing marketing materials, supporting account opening and onboarding, managing operational requests, and ensuring all activities align with regulatory and internal standards. To be successful, you will effectively collaborate with internal teams and proactively communicate with high-net-worth clients to ensure a seamless and high-quality client experience.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How you'll succeed
Provide comprehensive client service and administrative support to Business Development (BD) and Relationship Management (RM) teams. Become a trusted advisor and partner to clients, intermediaries, and BD/RM teams.
Drive the preparation and review of client reports, as well as client and prospect marketing materials, presentations, RFPs, and meeting materials.
Participate in client meetings (as needed).
Coordinate and support new business initiatives and market activities.
Manage travel arrangements and maintain expense tracking and reporting.
Plan and coordinate internal and external meetings, including logistics and material preparation.
Handle inbound and outbound telephone calls professionally, routing as necessary and conducting follow-up.
Open new accounts and sub-accounts, prepare and process new account paperwork, and coordinate onboarding for new clients.
Manage client transactions such as wires, checks, ACH, journal transfers, address changes, portfolio trade programs, tax payments, charitable gifts, and IRA contributions/RMDs, ensuring accuracy and compliance.
Communicate regularly and effectively with clients. Research and resolve client inquiries promptly and professionally, anticipating client needs and proactively addressing issues.
Update portfolio asset allocation schedules and process account updates within required timelines.
Run reports and overviews for key meetings; track client activity and support reporting requests.
Assist in the training of less experienced staff as requested by management.
Provide support for special projects as assigned.
Achieve and sustain a balanced approach to managing risk by integrating compliance controls and processes (regulatory, compliance, fiduciary) into daily activities.
Contribute to a positive organizational culture through collaborative behaviors, supporting client and employee engagement.
Pursue continuous improvement, act as a problem solver, and seek ways to enhance processes and client service.
Who you are
Educational background: Bachelor's degree preferred.
Client service experience: You have 5+ years of financial industry experience with demonstrated commitment to providing superior client service and high-touch relationship management. Understanding of wealth management and experience in a client service role working with high-net-worth (HNW) clients is preferred.
Strong communicator: You possess excellent verbal and written communication skills, with the ability to interact professionally with HNW clients, colleagues, custodians, and service teams.
You put clients first: You engage with purpose to find the right solutions. You go the extra mile because it's the right thing to do.
You are organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.
You know that details matter: You notice things that others don't. Your analytical and critical thinking skills help to inform your decision-making.
Collaborative and independent: You work well in a team setting but also take initiative and work independently with minimal supervision.
Technically proficient: You are proficient in Microsoft Office applications (Word, Outlook, Excel, PowerPoint, Adobe Acrobat); comfortable working with internal platforms and systems.
Values matter to you: You bring your real self to work and you live our values - trust, teamwork, and accountability.
At CIBC, we offer a competitive total rewards package.? This role has an expected salary range of $100,000 - $125,000 for the San Franciso, CA 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.?
Additional total compensation and benefits details will be provided during the hiring process. Candidates hired to work in other locations will be subject to the pay range associated with that location.
California residents - your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html)
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 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
CA - San Francisco - 101 2nd St.
Employment Type
Regular
Weekly Hours
40
Skills
Active Listening, Analytical Thinking, Client Service, Customer Experience (CX), Department Administration, Interpersonal Communication, Operational Efficiency, Work Collaboratively
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.
