Senior Client Service Advisor

Senior Client Service Advisor

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.

To learn more about CIBC, please visit CIBC.com

What You'll Be Doing

As a Senior Client Service Advisor, you will serve as a trusted partner to Private Bankers, clients, and internal business partners by delivering a high-touch and seamless customer experience. You'll manage complex client service requests, support transaction processing and operational activities, and act as a subject matter expert for servicing, risk, and procedural guidance. In this role, you will play a key part in supporting the day-to-day operations of the Private Banking team while helping drive consistency, accountability, and operational excellence across the service model. You'll assist in resolving escalated client issues, provide coaching and guidance to peers, and contribute to process improvements that enhance both the client and employee experience. You'll also coordinate servicing workflows and follow-up activities to ensure timely completion of client requests, operational tasks, and escalations. This includes supporting documentation reviews, transaction coordination, and adherence to internal procedures and approval requirements. You'll serve as a liaison between clients, Private Bankers, operations, and internal support teams to ensure timely execution of requests while maintaining strong risk management and compliance standards. This role requires strong judgment, attention to detail, relationship management skills, and the ability to balance client experience with operational and regulatory requirements.

At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 1-3 days per week on-site, while other days will be remote.

How You'll Succeed

• Client Experience and Relationship Support – Deliver exceptional service by managing complex client inquiries and service requests with professionalism, urgency, and care. Build trusted relationships with clients and internal partners while supporting Private Bankers in delivering a high-touch client experience. Proactively identify client needs, anticipate service issues, and coordinate solutions across business lines.

• Operational Excellence and Risk Management – Support and process complex transactions, ensuring adherence to procedures, regulatory requirements, and operational controls. Review documentation for completeness and accuracy while identifying and escalating potential risks, discrepancies, or operational concerns. Assist with transaction approvals and workflow coordination within assigned authority levels and business procedures. Maintain accurate records and documentation to support audit readiness and risk mitigation.

• Leadership and Coaching – Serve as a resource and mentor for Client Service Advisors by providing guidance, answering questions, and reinforcing procedures and best practices. Support onboarding and training for new team members. Promote accountability, teamwork, and consistency across the team.

• Escalation and Problem Solving – Manage escalated or sensitive client issues with sound judgment and professionalism. Partner with leadership and business partners to identify root causes and implement solutions to improve service delivery and operational effectiveness. Help identify trends, gaps, or recurring issues and contribute to process enhancements.

• Collaboration and Business Support – Partner closely with Private Bankers, operational teams, and leadership to coordinate client servicing activities and ensure timely follow-up. Support special projects, operational initiatives, and procedural enhancements that improve team effectiveness and client experience. Contribute to a culture of continuous improvement and operational excellence.

• Risk and Quality Controls – Ensure compliance with internal policies and regulatory requirements by verifying client documentation, protecting confidential information, and accurately completing service requests to reduce risk and avoid errors.

Who You Are

• You have extensive experience. You bring at least 5 years of experience in client service, with a strong understanding of financial services or a related industry.

• You're a problem solver. You handle complex or sensitive situations independently and find effective solutions to challenges.

• You're highly organized. You manage multiple priorities in a fast-paced environment and maintain high attention to detail.

• You have strong banking knowledge. You understand banking procedures, operational controls, and client servicing expectations.

• You're a strong communicator. You build trust with clients and colleagues through clear, professional, and empathetic communication.

• You have a coaching mindset. You have experience coaching peers or direct reports and enjoy supporting others' growth.

• You demonstrate leadership qualities. You take initiative, influence others positively, and help foster a positive, accountable team culture.

• You act with professionalism. You handle confidential information with discretion and uphold high standards.

• Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What You Need To Know

• 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-120 S LaSalle St, 2nd Fl

Employment Type: Regular

Weekly Hours: 40

Skills: Analytical Thinking, Cash Flow Analysis, Client Service, Customer Experience (CX), Investment Portfolios, Post-Sales Support, Product Knowledge, Transaction Banking