Client Service Associate (Wealth Management)

Location: Boston, MA — MA-Boston, 100 Federal St Fl 30. Details on the proportion of onsite and remote work will be discussed during the interview. Candidates must be legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.

Salary: $65,000–$70,000 annually for the Boston market, based on experience, qualifications, and location. Eligible candidates may also participate in an incentive compensation plan, potentially including a discretionary bonus.

Company

CIBC is a relationship-oriented bank providing private wealth and client banking services.

What you will do

• Support Private Wealth relationship management by delivering high-touch service to clients.
• Coordinate client onboarding, account openings, maintenance, and operational requests.
• Process checks, ACH transactions, wires, journal transfers, quarterly tax payments, charitable gifts, IRA contributions, RMDs, address changes, and other account updates accurately and within deadlines.
• Serve as a primary contact for clients, internal partners, custodians, and service teams.
• Assist Relationship Managers and Client Service Managers with presentations, meetings, reviews, reporting requests, and client-activity tracking.
• Research and resolve client inquiries, anticipate needs, address obstacles, and identify process improvements.

Requirements

• Bachelor’s degree and/or 1–3 years of relevant financial industry experience.
• Excellent verbal and written communication skills, with the ability to interact professionally across all organizational levels.
• Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining accuracy.
• Critical thinking and strong attention to detail.
• Ability to collaborate in a team and work independently with minimal supervision.
• Proficiency in Microsoft Office applications, including Excel, and comfort working with internal and external platforms and systems.
• Client-focused approach, initiative, accountability, and alignment with the values of trust and teamwork.
• Legal eligibility to work at the specified location; a valid work or study permit may be required where applicable.

Nice to have

• Client service experience within Wealth Management.

Culture & Benefits

• Inclusive environment focused on belonging, trust, teamwork, accountability, and recognizing individual strengths.
• Medical, dental, vision, health savings account, life insurance, disability, and other insurance plans.
• Paid sick leave, parental leave, vacation, holidays, wellbeing support, and banking benefits.
• 401(k), incentive pay, and a points-based recognition program.
• Paid Purpose Day for personal growth and development.

Hiring process

• The application process may include an attribute-based assessment and skills tests such as simulation, coding, or Microsoft Office testing.
• Further compensation and benefits details are provided during the hiring process.