Specialist, Client Services

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

The Specialist, Client Services provides professional support to branches and clients across multiple channels, ensuring all requests are managed promptly and efficiently. Key responsibilities include responding to inquiries received through designated mailboxes and the contact centre, facilitating issue resolution, and ensuring compliance with organizational policies. The specialist is expected to maintain a high standard of service, promote positive client experiences, and take on additional tasks as required during less busy periods.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

The expected annualized base salary range for this role is $52,890 to $68,440.

The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

How you'll succeed

• Documentation - Tagging client onboarding account documentation to ensure all signatures are captured for the client and Advisor to sign using the Sender UI application. Assisting the Senior Associate with the client’s account documentation package. Paying attention to minor details is a key component.
• Client Service - Provide support to clients for various client-facing applications. Ensure all inquiries received through the CIBC Wood Gundy Client Relations mailbox and the contact centre are addressed promptly. Deliver an excellent client experience by responding to emails and calls in a courteous, knowledgeable, and professional manner. Provide necessary documentation to current and past clients, as well as to authorized representatives.
• Branch Support - Respond and provide follow-up to branch emails accordingly. Ensure emails received in the National Services departmental inbox are tended to and due diligence is taken on providing a constructive response. Ensure communications from various internal areas within the firm are sent correctly.
• Investigations – Investigate any issue that is presented by the branches or clients which may require escalating to various management teams.

Who You Are

• You have proven experience in the financial services and/or investment industry, particularly in a customer service role.
• It is an asset if you are fluent in both English and French.
• You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
• You have knowledge of Wealth Management applications such as My Client, Broadridge, and Croesus
• 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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.

*Subject to 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

• CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

• 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 test (such as simulation, coding, French proficiency).

• We use artificial intelligence tools during the recruitment process. 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.

Expected End Date

2026-05-29

Job Location

Toronto-81 Bay, 12th Floor

Employment Type

Regular

Weekly Hours

37.5

Skills

Active Listening, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations