Coordinator, Client Support

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

**Job Description**:
What you’ll be doing
- At CIBC we enable the work environment most optimal for you to thrive in your role. Details of your work _
- arrangements will_
- be discussed at the time of your interview._

How you’ll succeed- Client engagement - Distribute client anniversary statements and notifications to the appropriate Estate Planning Specialist (EPS) on a timely basis. Follow-up with the state Planning Specialist to ensure timely service and reviews are provided to the client when policy anniversary statement and lapse/late payment offer notifications are generated. Forward any policyholder service requests received from clients or state Planning Specialist to the insurance company within the set service standards. Respond to client enquiries or direct to the appropriate staff member - must be insurance licensed in order to discuss any insurance related items with clients.-
- Relationship building - Prepare insurance illustrations using software provided by each life insurance company. Obtain “special” or “inforce” insurance illustrations from the insurance carriers as requested by the Estate Planning Specialist. Plan and organize seminars, lunch and learns, workshops and product launches for clients. Maintain the Estate Planning Specialist’s calendar. Execute various administrative tasks as required by the Estate Planning Specialist (e.g., arranging travel/hotel bookings, preparation and submission of expense reports to Head Office, preparing courier shipments, and coordination of marketing initiatives). Update/maintain daily the Estate Planning Specialist’s pipeline report in SmartOffice.

Who you are- You love to learn. Relevant post-secondary education is desirable- You can demonstrate industry experience. Financial Services and/or Insurance industry experience and knowledge is mandatory. Previous experience working within a sales/customer service-oriented environment. Previous experience working within the Insurance industry is highly desired.- You are technologically savvy. Good working knowledge of Microsoft Office including Word, PowerPoint and Excel- You act like an owner. You thrive when you're empowered to take the initiative, go beyond, and deliver results.- You’re goal oriented. Well-developed confidence/independent judgment/problem solving skills required working in an environment with mínimal supervision- You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.- 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 compensation, incentive pay, banking benefits, a health benefits program, defined benefit pension plan, an employee share purchase plan 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.

What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

Job Location

London-255 Queens, 2200

Employment Type

Regular

Weekly Hours

37.5

**Skills**:
Client Relationship, Customer Service