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Wealth Management Support Specialist

3 months ago

Calgary, Alberta, Canada Canadian Imperial Bank of Commerce Full time

Wealth Management Support Specialist

At the Canadian Imperial Bank of Commerce, we are dedicated to fostering a relationship-focused banking environment that caters to the needs of our clients. We are on the lookout for skilled and enthusiastic professionals who are committed to prioritizing our clients' interests.

Our team members are empowered to make a significant impact and are genuinely appreciated for their unique contributions.

Key Responsibilities

As a Wealth Management Support Specialist, you will play a crucial role in delivering outstanding service to our Private Banking clientele. Your responsibilities will include:

  • Client Engagement – Welcome clients for meetings and ensure they are connected with the appropriate advisor. Address any client inquiries or issues promptly or refer them to the relevant personnel. Assist clients with their financial needs in the absence of the Private Banking Advisor, including the sale of premium products and services within established guidelines.
  • Operational Efficiency – Handle incoming calls and client requests, processing transactions such as wire transfers, bill payments, and ensuring all requests are fulfilled. Manage requests for financial instruments and ensure they are prepared for client collection. Conduct thorough investigations for clients regarding account activities.
  • Sales Assistance – Aid the Private Banking Advisor in managing their client portfolios by reviewing documentation for compliance with regulations and internal policies. Facilitate communication with clients to gather necessary financial information for credit renewals and reviews. Keep track of important dates related to client accounts and notify the Private Banking Advisor accordingly.
  • Administrative Support – Collaborate with the Private Banking Operations Manager to execute marketing initiatives and client events, ensuring all promotional materials are up-to-date. Engage in activities that support the growth of deposit and investment accounts. Process account inquiries, manage loan details, and input necessary information into our systems.

Who You Are

  • Client-Centric – You prioritize our clients and strive to provide the best solutions, going above and beyond when necessary.
  • Experienced – You possess knowledge of loan, mortgage, and investment products, enabling you to address general client inquiries effectively.
  • Detail-Oriented – You have a keen eye for detail, which aids in your decision-making process.
  • Value-Driven – You embody our core values of trust, teamwork, and accountability in your professional conduct.

What We Offer

At CIBC, we prioritize your career aspirations. We focus on your strengths and ambitions, creating opportunities for your professional growth. We aim to provide you with a fulfilling career rather than just a job.

  • We recognize your contributions through competitive compensation, performance incentives, comprehensive benefits, a pension plan, and various employee programs.
  • Our workspaces and technology facilitate collaboration, enabling innovative solutions that benefit our clients.
  • We promote a culture of personal development through initiatives like dedicated days off for growth and learning.

Additional Information

  • CIBC is committed to fostering an inclusive workplace where all employees and clients feel valued. We welcome applicants from diverse backgrounds and provide an accessible recruitment process.
  • All candidates must be legally eligible to work in the specified locations.
  • We may require candidates to complete assessments to better understand their skills and potential fit within our organization.

At CIBC, we are dedicated to helping our clients, employees, and stakeholders achieve their financial goals, creating value through a culture rooted in trust, teamwork, and accountability.