Client Service Advisor
About the position As a Client Service Advisor, you'll foster strong relationships with clients, support their banking and financial needs, and provide an exceptional client experience. You'll manage administrative tasks, prepare for client meetings, assist with transaction processing, and proactively follow up to ensure satisfaction. You'll have the opportunity to deepen your expertise in private banking and advance your career within CIBC's dynamic environment. You'll serve as a key link between clients, operations, and our Private Bankers to ensure seamless service. This role involves problem solving, a strong understanding of technology and data, financial acumen, and opportunities to work on projects to support the growth of the Private Banking team. At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 1-3 days per week on-site, while other days will be remote.
Responsibilities
- Act as the primary contact for client service needs and deliver superior service by maintaining active account files, preparing reports and presentations, and responding to client inquiries with professionalism and care.
- Understand client needs and recommend solutions, ensuring every interaction demonstrates that CIBC listens and cares about our clients’ unique goals.
- Resolve complex issues as they arise through root cause analysis.
- Partner with Private Bankers to support portfolio management and business development efforts.
- Engage in outreach activities, uncover new business opportunities, and ensure clients feel valued and connected to the right specialists and resources.
- Build strong internal and external relationships.
- Accurately and efficiently process client transactions, maintain documentation for retention, and stay informed of policy and procedure changes.
- Utilize available technology to streamline tasks and enhance the client experience.
- Work with operations, sales, product, and technology teams to improve service and implement new solutions.
- Participate in projects, contributing to service improvement and technology implementation.
- Ensure compliance with internal policies and regulatory requirements by verifying client documentation, protecting confidential information, and accurately completing service requests to reduce risk and avoid errors.
Requirements
- Minimum of 1-3 years of financial industry experience and/or a Bachelor’s degree in Finance, Accounting, or a related field.
- Analytical Thinking
- Cash Flow Analysis
- Client Service
- Customer Experience (CX)
- Investment Portfolios
- Post-Sales Support
- Product Knowledge
- Transaction Banking
Nice-to-haves
- You put our clients first.
- You engage with purpose, proactively follow up, and go the extra mile to ensure client satisfaction.
- You’re a certified professional.
- You’re goal-oriented. You are motivated by achieving objectives and delivering excellence in every client interaction.
- You’re passionate about people. You value relationships, collaborate effectively with diverse teams, and connect with clients through respect and authenticity.
- You love to learn. You stay current on products, policies, and best practices, and continuously seek opportunities to expand your financial knowledge.
- Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
Benefits
- Medical
- Dental
- Vision
- Health Savings Account
- Life Insurance
- Disability
- Other Insurance Plans
- Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
- Holidays
- 401(k)
- Incentive pay
- Banking benefits
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to use to invest in your growth and development