Associate, Client Support job opportunity at CIBC.

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DatePosted 5 Days Ago bot
CIBC Associate, Client Support
Experience: General
Pattern: full-time
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Client Support

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loacation Calgary, AB, Canada
loacation Calgary, AB....Canada

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   Provide administrative support to the Investment Counselor (IC) in managing their high value portfolios and maximizing their productivity. Prepare and distribute documentation and information to clients; maintain client database and ensure contacts are up to date; assist in preparing client presentations, proposals and other marketing materials; assist the assigned Investment Counselor in resolving client issues and inquiries; take initiative to resolve client issues providing exceptional customer service to high net worth clients; manage new business by ensuring correct and timely investment of assets; assist in following up on client referrals and contacts.   At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.   How   You’ll   Succeed     Client Service   – Follow up on client and Investment Counselor requests to ensure proper settlement and delivery. Investigate and resolve inquiries and complaints related to accounts and refer to the Investment Counselor where   appropriate . Develop strong and effective working relationships with clients and   third-parties , such as Accountants working with clients.   Administrative Support –   Request information and documentation from clients to open accounts. Review incoming mail and telephone calls. Plan and organize activities and required resources to ensure smooth running of   office . Manage day-to-day activities of the Investment Counselor in a manner that maximizes availability and effectiveness. Prepare and distribute documentation and information to clients including marketing materials, servicing packages, and proposals. Keep appointment books/agendas for the IC. Order periodicals,   journals   and other literature for the Investment Counselor. Maintain client files in adherence with audit guidelines and processes.   Operational Support   – Support the Investment Counselor through the Investment Policy cycle from creation to trading implementation.   Advise of   client maturities. Help   identify   clients whose needs would be best met by a CIBC partner. Maintain and update client contact   database . Prepare and complete account closures   in a timely manner . Process transactions for clients include wire transactions, cheque deposits/issuances , cash   transfers. Implement Investment Policy Statements as per instructions. Review client portfolios monthly to ensure records are in good order.     Who You Are     You have a   Degree   i n business or a related field. Completion of CSC is an asset.   You put our clients first.   You have well-developed interpersonal and relationship building skills and the ability to exercise good judgement independently. You provide   a high level   of customer service and ensure problem resolution and follow up as   required .   You can   demonstrate   knowledge of daily market   activities sufficient to provide/explain information to clients. You have a general knowledge of the financial industry.   You understand that success is   in the details .   You have strong attention to detail and   are able to   process transactions accurately, while multitasking in a fast-paced environment. Values matter to you.   You bring your real self to   work   and you live our values – trust,   teamwork   and accountability.     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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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. *Subject to 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 CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise. 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 test (such as simulation, coding, French proficiency). We use artificial intelligence tools during the recruitment process. 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. Expected End Date 2026-04-23 Job Location Calgary-301-8th Ave. SW, 3rd Employment Type Regular Weekly Hours 37.5 Skills Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking

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