Associate, Client Support

CIBC is building a relationship-oriented bank for the modern world and is seeking a dedicated Associate for Client Support. The role involves providing administrative support to Investment Counselors, managing client databases, and ensuring exceptional customer service for high net worth clients.

Responsibilities

• 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
• 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
• 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
• 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

Skills

• You have a Degree in business or a related field
• Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID)
• You have current accreditation and good standing for CIRO-ID licensing
• 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

Benefits

• Competitive compensation
• Banking benefit*
• Wellbeing support
• Employee and family assistance programs
• MomentMakers, our social, points-based recognition program

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