Client Service Administrator
- Integral support for Senior Relationship Management team.
- Administrative support: telephone back-up, prepare correspondence and maintain files.
- Cash processing and monitoring cash levels.
- Prepare materials for client meetings.
- Research client inquiries and bring about timely resolution.
- Run client statements, tax reports and ad hoc reports.
- Preparing expense reports.
- Organizing and coordinating client meetings.
- Preparing paperwork for sponsorships.
- Monitoring capital calls from Private Equity funds.
- Collecting and organizing client tax information. To Excel:
- Willing to accept advanced responsibilities for this role would be alternative and specialty asset administration as well as trust administration.
- Display initiative and exhibit the ability to work without direction.
- Demonstrate a passionate commitment to serve clients and collaborate with colleagues to exceed clients' expectations.
- Administer newly acquired knowledge to systems, processes and situations with proficiency.
- Bachelor's degree preferred.
- Strong client service commitment.
- Understanding of wealth management a plus.
- Strong interpersonal, verbal and written communication skills with the ability to use these skills to communicate with high-net-worth clients and colleagues.
- Strong organizational skills sufficient to complete work according to established schedule and timeframes, while accommodating given priorities.
- Proficient with Microsoft Word, Outlook, Excel, Power Point and Adobe Acrobat.
- 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
- 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 [email protected]
- 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.
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