Client Service Manager - Business Development (Private Wealth)

CIBC•San Francisco, CA

3d•$75,000 - $100,000

About The Position

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 As a 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. Experience with Salesforce is highly valued in this role, as it is frequently used to manage client relationships and support various administrative tasks. 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.

Requirements

You have a bachelor’s degree (preferred), ideally in a field relevant to the industry.
You demonstrate experience in the financial industry, with 5+ years providing superior client service.
You understand wealth management and have worked with high-net-worth individuals or their advisors (preferred).
You communicate effectively, using excellent verbal and written skills to interact professionally with clients, colleagues, custodians, and service teams.
You excel at organization, managing multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.
You pay close attention to detail. You notice things that others don’t and use your analytical and critical thinking skills to inform your decisions.
You thrive in both collaborative and independent settings, contributing to collective success while taking initiative and working with minimal supervision.
You are digitally savvy and technically proficient, comfortable using Microsoft Office applications (Word, Outlook, Excel, PowerPoint, Adobe Acrobat) Salesforce, and internal platforms and systems.
You put our clients first. You engage with purpose to find the right solutions and go the extra mile because it’s the right thing to do.
Values matter to you. You bring your real self to work and you live our values — trust, teamwork, and accountability.

Nice To Haves

You have a bachelor’s degree (preferred), ideally in a field relevant to the industry.
You understand wealth management and have worked with high-net-worth individuals or their advisors (preferred).

Responsibilities

Deliver comprehensive service and administrative support to BD and RM teams.
Become a trusted partner to the firm’s clients whether individuals or their financial intermediaries.
Engage regularly and effectively with clients, researching and resolving inquiries promptly and professionally, anticipating needs and proactively addressing issues.
Support new business initiatives and market activities.
Organize and participate in internal and external meetings, including logistics, material preparation, and client presentations.
Open new accounts and sub-accounts, prepare and process new account paperwork, coordinate onboarding for new clients, and execute 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.
Create and review client reports, marketing materials, presentations, RFPs, meeting materials, and run reports and overviews for key meetings.
Track client activity and support reporting requests.
Update portfolio asset allocation schedules and process account updates within required timelines.
Manage travel arrangements, expense tracking, and inbound and outbound telephone calls.
Provide support for special projects as assigned.
Assist in the training of less experienced staff as requested by management.
Integrate compliance controls and processes (regulatory, compliance, fiduciary) into daily activities to achieve and sustain a balanced approach to managing risk.
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.

Benefits

At CIBC, we offer a competitive total rewards package.
This role has an expected salary range of $75,000 – $100,000 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.
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.