CIBC US · 2 hours ago
Senior Client Service Associate
Birmingham, MI
Full-time
Onsite
Mid, Senior Level
$55K/yr - $68K/yr
1+ years expCIBC US is building a relationship-oriented bank for the modern world and is seeking a Senior Client Service Associate to support high-net-worth client portfolios. In this role, you will execute complex transactions, research and resolve client inquiries, and prepare meeting materials while collaborating closely with Senior Relationship Managers.
BankingFinancial Services
No H1B
Responsibilities
Deliver exceptional client service – Develop intimate knowledge of clients and their portfolios to provide proactive, high-touch support. Anticipate and address client needs by promptly researching and resolving inquiries, leveraging resources, and collaborating with middle and back-office teams
Execute complex transactions – Prepare monthly and quarterly client reports, update portfolio asset allocations, and analyze performance reports. Become familiar with account opening and closing, cash transaction processing, and provide trading support as needed
Support portfolio management – Analyze and understand client portfolios, investments, and strategic segments. Become a subject matter expert on client accounts and investment offerings, supporting the team with key initiatives and special projects
Provide administrative support – Answer telephones, prepare well-written correspondence, maintain files for reviews, and back up all aspects of the Client Service Administrator’s responsibilities
Ensure compliance and manage risk – Integrate compliance controls and processes (regulatory, compliance, fiduciary) into day-to-day activities. Maintain a balanced approach to risk management
Pursue continuous improvement – Be a problem solver, anticipate obstacles, and look for ways to improve processes. Demonstrate initiative and a commitment to learning and professional development
Qualification
Required
Bachelor's degree and/or 1–5 years' experience in trust and account administration or investments
Background in personal tax, financial planning, or investment management is an asset
Strong organizational skills to manage work according to schedule and shifting priorities
Ability to analyze and review performance reports and client portfolios
Proficient in Microsoft Office (Excel, Word, Outlook, PowerPoint) and Adobe products, with advanced Excel skills
Experience with external custodians such as Charles Schwab and Fidelity is a plus
Excellent interpersonal and verbal communication skills, with the ability to interact effectively with high-net-worth clients and colleagues
Self-starter able to work independently, display initiative, and see tasks through to completion
Passionate commitment to serve clients and collaborate with colleagues to exceed expectations
Ability to develop deep expertise in client portfolios, CIBC internal policies, and wealth management offerings
Strong problem-solving skills and willingness to accept advanced responsibilities
Capacity to operate in a fast-paced environment while ensuring accuracy and timeliness
Demonstrated initiative, intellectual curiosity, and commitment to continuous learning and improvement
Ability to build strong working relationships with clients, colleagues, and external partners
Benefits
Medical
Dental
Vision
Health savings account
Life insurance
Disability and other insurance plans
Paid time off (including sick leave, parental leave, and vacation)
Holidays
401(k)
Banking benefits
A benefits program
A vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
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
2026-01-20
Company data provided by crunchbase