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Client Service Associate at CIBC - ApplyBlast

Client Service Associate

CIBC

3 months ago

4.3 on Glassdoor

Chicago, IL

Onsite

Full Time

Junior

0 applicants

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About this role

A Client Service Associate at CIBC supports the Senior Relationship Management team by providing administrative assistance for high-net-worth client accounts, including trusts and investment management. The role involves preparing materials for client meetings, maintaining accurate records, running reports, and acting as a primary point of contact for client servicing needs. Candidates must be highly organized, analytical, and proficient in Microsoft Office tools to ensure seamless client interactions.

Responsibilities

Prepare materials for client meetings and arrange new account packets
Maintain accurate records for high-net-worth client accounts
Run client statements, tax reports, and ad hoc reports
Research client inquiries and ensure timely resolution
Provide documentation for clients' annual reviews

Skills

Qualifications

Bachelor's degree from an accredited four-year university

About CIBC

cibc.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1867

View Profile

CIBC (Canadian Imperial Bank of Commerce) is one of Canada’s major banks providing personal, business and wealth management services. It offers everyday banking, credit cards, mortgages, loans, investing and financial advice through branches, phone and online/mobile channels. CIBC serves individuals, small businesses and institutional clients with digital tools, financial planning and specialized products such as private and commercial banking. Customers rely on CIBC for its broad product suite, omnichannel access and Canadian market presence.