CIBC US · 23 hours ago
Client Service Manager
Chicago, IL
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $85K/yr
2+ years expCIBC US is building a relationship-oriented bank for the modern world, seeking talented professionals dedicated to exceptional client service. The Client Service Manager will support Private Wealth relationship management by delivering high-touch service, managing client communications, and ensuring operational excellence.
BankingFinancial Services
No H1B
Responsibilities
Manage onboarding, account openings, and operational support with precision and professionalism
Serve as a main point of contact for clients, internal partners, custodians, and service teams—ensuring clear, responsive, and proactive communication
Process wires, address changes, and other account updates accurately and within required timelines
Assist Relationship Managers with materials, tracking, and reporting that enhance client relationship development and retention
Research and resolve client inquiries in a timely, thoughtful, and professional manner
Qualification
Required
You have 2-5+ years of experience in asset management or a comparable industry (e.g., investment consulting, wealth management)
You've worked in a client service role in the brokerage, investment advisory, or financial services industry and understand the needs of high-net-worth clients
You possess excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization
You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy
You work well in a team setting but can also take initiative and work independently with minimal supervision
You're skilled in Microsoft Office applications, including Excel, and are comfortable working with internal platforms and systems
Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and Adobe Acrobat
Strong analytical skills with the ability to quickly grasp financial and investment concepts
Excellent organizational and prioritization skills to manage time-sensitive tasks efficiently
Flexibility to work in a hybrid role with required weekly in-office attendance based on business needs
Preferred
You have a bachelor's degree (preferred)
Prior Private Wealth account management experience is preferred
Benefits
Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
Holidays
401(k)
Company
CIBC US
CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2025-07-25
Company data provided by crunchbase