Client Service Manager - Business Development (Private Wealth)

Client Service Manager - Business Development (Private Wealth) at CIBC, supporting BD and RM teams, delivering exceptional client service and comprehensive administrative assistance, preparing marketing materials, supporting account opening and onboarding, managing operational requests, and ensuring all activities align with regulatory and internal standards.

Requirements

• Bachelor's degree (preferred)
• 5+ years providing superior client service in the financial industry
• Experience with Salesforce
• Excellent verbal and written skills
• Organization, managing multiple priorities and deadlines
• Attention to detail
• Analytical and critical thinking skills
• Collaborative and independent settings
• Digitally savvy and technically proficient

Benefits

• Medical
• Dental
• Vision
• Health Savings Account
• Life Insurance
• Disability
• Other Insurance Plans
• Paid Time Off
• Holidays
• 401(k)