Cibc
Client Support Specialist
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. The Client Support Specialist serves an important link between front office and operational colleagues ensuring accurate data for the client and organization. The specialist is responsible for ensuring client and financial data received from the front office is complete, accurate, and entered into proprietary software to ensure accurate operational processing. The specialist is the system expert for the front office and serves a vital role in superb client service and risk management. The role receives general instructions on routine work and participates in group projects as required. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site in our Chicago, IL office anywhere between one to three days a week. Work with Leader and a growing team of co-workers to ensure that standards set in Service Level Agreements are being met for all assigned tasks. Tasks include but are not limited to the following: Open new accounts Maintain key fields for all accounts Manage account closing process Work with client service teams to resolve client questions Act as resource on client portal setup and maintenance Coordinate asset movement with other custodians including reconciliations of positions & follow up (obtaining cost basis information, acquisition dates if missing) Address all inquiries in a timely fashion Provide back-up to all other Middle Office desks on an as-needed basis due to illness and/or vacation Who you are: Bachelor's degree or 1-3 years' experience in financial industry Proficient with Microsoft Word, Outlook, Excel and Power Point Comfortable with Microsoft Teams or similar collaboration software Pleasant telephone manner Ability to work independently and in a team environment, and meet deadlines without constant managerial oversight Strong organizational, time management, analytical (mathematical) and interpersonal skills Excellent organizational skills with an attention to detail Ability to learn proprietary software and databases A genuine desire and capability to work in a professional and inclusive environment which requires teamwork, exceptional problem-solving skills, frequent re-prioritization, ongoing and comprehensive communication, constant attention to detail, and a commitment to continuous improvement and best practices. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $65,000 - $75,000 for the Chicago, IL 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 may also 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. This position does not offer visa sponsorship. 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
Mailbox.careers-carrieres@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
IL - 181 W Madison Employment Type
Regular Weekly Hours
40 Skills
Accountability, Active Listening, Business, Client Service, Client Support, Communication, Documentation Reporting, File Maintenance, Interpersonal Communication, Presentation Preparations, Teamwork
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. The Client Support Specialist serves an important link between front office and operational colleagues ensuring accurate data for the client and organization. The specialist is responsible for ensuring client and financial data received from the front office is complete, accurate, and entered into proprietary software to ensure accurate operational processing. The specialist is the system expert for the front office and serves a vital role in superb client service and risk management. The role receives general instructions on routine work and participates in group projects as required. At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site in our Chicago, IL office anywhere between one to three days a week. Work with Leader and a growing team of co-workers to ensure that standards set in Service Level Agreements are being met for all assigned tasks. Tasks include but are not limited to the following: Open new accounts Maintain key fields for all accounts Manage account closing process Work with client service teams to resolve client questions Act as resource on client portal setup and maintenance Coordinate asset movement with other custodians including reconciliations of positions & follow up (obtaining cost basis information, acquisition dates if missing) Address all inquiries in a timely fashion Provide back-up to all other Middle Office desks on an as-needed basis due to illness and/or vacation Who you are: Bachelor's degree or 1-3 years' experience in financial industry Proficient with Microsoft Word, Outlook, Excel and Power Point Comfortable with Microsoft Teams or similar collaboration software Pleasant telephone manner Ability to work independently and in a team environment, and meet deadlines without constant managerial oversight Strong organizational, time management, analytical (mathematical) and interpersonal skills Excellent organizational skills with an attention to detail Ability to learn proprietary software and databases A genuine desire and capability to work in a professional and inclusive environment which requires teamwork, exceptional problem-solving skills, frequent re-prioritization, ongoing and comprehensive communication, constant attention to detail, and a commitment to continuous improvement and best practices. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $65,000 - $75,000 for the Chicago, IL 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 may also 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. This position does not offer visa sponsorship. 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
Mailbox.careers-carrieres@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
IL - 181 W Madison Employment Type
Regular Weekly Hours
40 Skills
Accountability, Active Listening, Business, Client Service, Client Support, Communication, Documentation Reporting, File Maintenance, Interpersonal Communication, Presentation Preparations, Teamwork