Client Service Manager

What you’ll be doing

As a Client Service Manager, you will support Private Wealth relationship management efforts by delivering exceptional service to CIBC Private Wealth clients. This role is responsible for working with the Relationship Manager to build and maintain client relationships. The Client Service Manager works in a team‑oriented environment with Relationship Managers, other Client Service Managers, custodians, and the operations department to deliver a seamless and integrated client experience.

How you’ll succeed

• Deliver high‑touch service: Provide high‑quality, high‑touch service to Private Wealth Management (PWM) clients, ensuring their needs are met with professionalism and care.
• Manage onboarding and account support: Oversee new account onboarding, including account openings, facilitation of funding, and cost basis input.
• Handle client inquiries and maintenance request...