Location: Atlanta,GA, USA
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
As a Client Service Associate, you will provide day-to-day administrative support for a variety of high net worth client accounts (revocable and irrevocable trusts, investment management accounts, IRAs, foundations) and act as a trusted partner to the Client Service Manager(s) by serving as their primary point of contact for client servicing needs.
How you'll succeed
Demonstrate a passionate commitment to serve clients in the accurate and highly productive completion of account administrative duties. Responsibilities include but are not limited to the following:
* Assist clients with CIBC Private Wealth Investor Dashboard
* Input all cash processing functions
* Manage all aspects of gifting (cash, in-kind, gift letters, Crummey letters)
* Execute ad hoc bill-paying and set up of recurring payments
* Assist in preparing and presenting discretionary distribution requests on behalf of trust beneficiaries
* Manage clients' quarterly tax payments and annual IRA contributions/RMDs
* Research and resolve overdraft situations
* Update pricing on alternative and miscellaneous assets
* Coordinate asset transfers and manage cost basis updates on securities
* Prepare new account packets and open new accounts & portfolios.
* Complete first review of administrative reviews
* Review fee collections and resolve collection issues
* Maintain active and organized electronic and hard account files
* Assist in preparing, reviewing and publishing client reports and presentation materials
* Provide administrative support (answer telephones, prepare correspondence, maintain files, maintain mailing lists)
* Act as back-up for Client Service Managers and other Client Service Associates
* Master the following systems: SEI's SWP, ORS, Revport, PostEdge
* Proactively anticipate and address client needs. Promptly research and bring about resolution of all client issues.
* Provide integral support for client service teams and special projects
* Achieve and sustain a balanced approach to managing risk by ensuring compliance controls and processes (regulatory, compliance, fiduciary) are integrated into day to day activities
* Contribute to a strong organizational culture through positive, collaborative behaviors resulting in client and employee engagement
* Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improve
Who you are
* You have a Bachelor's degree and 2-3 years' experience in trust and/or investments.
* You are Proficient with Microsoft Word, Outlook, Excel and Power Point.
* You are committed to delivering exceptional client service.
* You have strong interpersonal, written and verbal communication skills with the ability to use these skills to communicate with high net worth clients, intermediaries and colleagues at all organizational levels.
* You are flexible and adaptable to meet the changing needs of our clients, Relationship Managers and Client Service Managers.
* You possess strong organizational skills sufficient to complete work according to established schedule and timeframes, while accommodating given priorities.
* You have the ability to work independently and in a team environment with minimal direction.
At CIBC, we offer a competitive total rewards package.? This role has an expected salary range of $52,000 - $60,000 for the Atlanta, GA 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.
California residents - your privacy rights regarding your actual or prospective employment
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 ...@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
GA-3290 Northside Pkwy, 7th Fl
Employment Type
Regular
Weekly Hours
40
Skills
Client Issue Resolution, Client Service, Digital Literacy, Financial Products, Interpersonal Communication, Standards Compliance, Transaction Services