CIBC
Client Service Associate
$65K–$70K
Boston, MA · Full-time · Posted Oct 27, 2026
- Experience
- 1-3 years of relevant financial industry experience, or a Bachelor’s degree.
- Education
- Bachelor’s degree
- Visa sponsorship
- This position does not offer visa sponsorship.
About the job
Supports Private Wealth relationship management by serving clients, coordinating onboarding and account maintenance, processing transactions, and helping relationship managers deliver a consistent client experience.
What you'll do
- Handle client communications, inquiries, onboarding, account openings, maintenance, and operational requests.
- Process client transactions and updates accurately, on time, and in accordance with policies and regulatory standards.
- Assist Relationship Managers with presentation and meeting materials, reviews, reporting, and client activity tracking.
What they ask for
- Bachelor’s degree and/or 1-3 years of relevant financial industry experience.
- Excellent verbal and written communication skills.
- Ability to manage multiple priorities and deadlines accurately in a fast-paced environment.
- Proficiency with Microsoft Office applications, including Excel.
Nice to have
- Experience in a client service role within Wealth Management.
Pay
$65,000 - $70,000 USD base salary
Tools
Microsoft Office, Excel
Model-written summary · the original posting is authoritative