Client Service Advisor

Job description

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 (https://www.cibc.com/en/about-cibc.html)

**What you'll be doing**

As a member of the CIBC Chicago Private Banking team, you’ll work closely with our Private Bankers to deliver a full-service experience to our high-net-worth clients.

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.

_At CIBC we enable the work environment most optimal for you to thrive in your role.

To successfully perform the work, 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._

**How you'll Succeed**

+ **Client engagement** – 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.
+ **Relationship building** – 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.
+ **Leveraging technology** – 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.

**Who you are**

+ **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 have A minimum of 5 years financial industry experience and/or a Bachelor’s degree in Finance, Accounting, or a related field.

An MBA or certifications such as CPA, CFA, or CFP are considered strong assets.
+ **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 true self to work and embody CIBC’s values of trust, teamwork, and accountability.

_*Subject to plan and program terms and conditions_

California residents — your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html)

At CIBC, we offer a competitive total rewards package.

This role has an expected salary range of $60,000 - $70,000 for the Chicago, IL 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.

Candidates hired to work in other locations will be subject to the pay range associated with that location.

Additional total compensation and benefits details will be provided during the hiring process.

_This position does not offer visa sponsorship._

**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 Mailbox.careers-carrieres@cibc.com
+ 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, 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**

IL-120 S LaSalle St

**Employment Type**

Regular

**Weekly Hours**

40

**Skills**

Analytical Thinking, Banking, Cash Flow Analysis, Client Service, Customer Experience (CX), Post-Sales Support, Product Knowledge, Transaction Banking

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them.

Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability.

Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel.

Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

Required Skill Profession

Other General