Senior Client Service Manager

San Francisco, CA, United States

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

What you'll be doing

Oversees and manages all account administrative duties for a variety of account types (irrevocable trusts, investment management accounts, IRAs, foundations)

Prioritizes and oversees workflow and products of team members (may or may not manage other client service personnel)

Communicates regularly and effectively with clients

Participates in client meetings (as needed)

Becomes a trusted advisor and partner to the client, intermediaries and Relationship Manager

Drives the preparation and review of client reporting and any other presentation materials for clients

Works directly with intermediaries as needed to fulfill clients’ tax and other reporting requirements (does not include preparation of tax returns)

Participates in internal compliance activities

Communicates regularly and effectively with local office team members

May act as the local office point person for firm wide initiatives

Manages or provides direction on special projects as needed

Oversee and direct day-to-day operations of client service as partner and facilitator for RM

Allows RM to focus on further deepening current client relationships and developing new business

Collaborate with RM, Wealth Strategist and/or Investment Team to develop strategy for clients’ wealth plans

Proactively determine workflow, set the agenda for projects and initiatives the team needs to execute; manage professionals as relevant

Coordinate team performance to ensure that all regulatory, compliance and fiduciary requirements are fulfilled

Who you are

Preferred Formal Education: Bachelor’s degree and/or 5+ years of trust and account administration and/or investments

Experience in personal tax, financial planning or investment management desired

Strong client service commitment with a pleasant telephone manner

Excellent organizational and analytical skills with an attention to detail

Strong verbal and written communication skills

Ability to work independently; understand and set priorities

Team oriented and a strong work ethic

Flexibility with the ability to multi–task and meet deadlines

Proficient with Microsoft Word, Outlook, Excel and Power Point

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $95,000 - $125,000 for the 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.

California residents — your privacy rights regarding your actual or prospective employment

What CIBC Offers

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.

*Subject to plan and program terms and conditions

What you need to know

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 .

We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

CA - San Francisco - 101 2nd St. Employment Type

Regular Weekly Hours

40 Skills

Active Listening, Analytical Thinking, Client Relationship Management, Customer Experience (CX), Department Administration, Interpersonal Communication, Operational Efficiency, Work Collaboratively

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