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Client Service Manager at CIBC - ApplyBlast

Client Service Manager

CIBC

4 months ago

4.3 on Glassdoor

San Francisco, CA

Hybrid

Full Time

Senior

0 applicants

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About this role

CIBC is seeking a Client Service Manager to support Private Wealth relationship management by delivering exceptional, high-touch service to high-net-worth clients. This role involves managing account onboarding, handling client inquiries, ensuring operational excellence in transactions, and collaborating with Relationship Managers to build and maintain portfolios. The ideal candidate drives a seamless client experience while supporting team goals in a dynamic financial environment.

Responsibilities

Deliver high-touch service to Private Wealth Management clients
Oversee new account onboarding and funding facilitation
Manage general account inquiries and maintenance requests
Execute client transactions including wires and journal transfers
Assist Relationship Managers with investment portfolio strategizing

Skills

Qualifications

Bachelor's Degree5+ Years Financial Industry Experience

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.