Client Service Associate, Private Wealth
CIBC
- Saint Louis, MO
- Permanent
- Full-time
- Provide day-to-day client service support to Family Office Executives and Administrators
- Provide telephone coverage for team members, and maintain team calendar and schedules
- Schedule meeting (initiating/reserving conference room/update security)
- Faxing/photocopying/scanning/filing/archiving data
- Prepare correspondence and maintain files
- Prepare, organize incoming and outgoing mail
- Generate transactional documentation and perform daily reconciliation for processed transactions
- Receive visitors and answer phone calls, provide information, and refer visitors/callers to appropriate individuals using judgment of sensitivity and confidentiality
- Support the collection and processing of client tax information
- Special projects and other duties as assigned and/or requested
- Work collaboratively with members across the organization
- CIBC Family Office administrative, executive, and operations teams
- Internal and external clients
- Bachelor’s degree and/or 1-3 years relevant work experience
- Strong client service orientation skills
- Excellent organizational skills with an attention to detail
- Flexibility with the ability to multi-task and meet deadlines
- Strong work ethic
- Pleasant telephone manner
- Ability to work in a team environment
- Highly proficient with Microsoft Word, Outlook, Excel and Power Point with willingness to learn new applications/systems as required.
- This role operates withing a normal office environment
- As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls.
- As a key contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness.
- Following all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls
- At all times acting in accordance with our Purpose and shared values, to achieve our Bank’s strategic goals
- Understanding and following the qualitative and quantitative components of our Risk Appetite Statements
- Completing all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings
- Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC’s policies, frameworks, guidelines, processes and controls
- Speaking up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders
- Escalating matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC’s reputation as a leading financial institution