CIBC
Senior Client Service Associate (Private Wealth)
$75K–$85K
Boston, MA · Senior · Full-time · Posted Oct 14, 2026
- Experience
- 3-5+ years of financial industry experience with demonstrated client service experience.
- Education
- Bachelor’s degree.
- Visa sponsorship
- Does not offer sponsorship or relocation assistance; candidates must be legally eligible to work at the specified location and, where applicable, have a valid work or study permit.
About the job
Supports Private Wealth relationship managers by servicing high-net-worth clients, coordinating account activity, and ensuring accurate, compliant transaction processing.
What you'll do
- Manage client communications, onboarding, account openings, maintenance, transactions, and account updates.
- Research and resolve client inquiries while coordinating with internal partners, custodians, and service teams.
- Prepare materials and reports for meetings and reviews, and track client activity.
What they ask for
- Bachelor’s degree.
- 3-5+ years of financial industry experience, including client service experience and understanding of high-net-worth clients.
- Excellent verbal and written communication skills.
- High proficiency in Microsoft Word, PowerPoint, Outlook, and Excel.
Nice to have
- Familiarity with Schwab and Fidelity platforms.
Pay
$75,000 - $85,000 USD base salary
Tools
Microsoft Word, PowerPoint, Outlook, Excel, Schwab, Fidelity
Model-written summary · the original posting is authoritative