Client Service Analyst

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 Client Service Analyst, you will support the Head of the Central Region with various aspects of the business.

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. 

How you’ll succeed

• Deliver high-touch service: Manage onboarding, account openings, account closings, and operational support with precision and professionalism.

• Ensure operational excellence: Manage client transactions including money movements (checks, ACH, wires, journal transfers), trading across accounts in relationship, rebalancing of portfolios, and tax loss harvesting, within established deadlines, and in accordance with existing policies and procedures. Process address changes and other account updates accurately and within required timelines. Update portfolio asset allocation schedules.

• Communicate effectively: Serve as a primary point of contact for internal partners, custodians, and service teams—ensuring clear, responsive, and proactive communication.

• Client reporting: Prepare performance analysis materials for client meetings and weekly performance reports and portfolio reviews. Meet with Region Head to review any potential changes based on markets and outlook.

• Problem-solve and follow through: Promptly Research and resolve client inquiries in a timely, thoughtful, and professional manner. Pursue continuous improvement and be a problem solver by anticipating obstacles, developing plans to overcome and looking for ways to improve.

• Regional management support: Prepare monthly financial reporting and analysis for offices & regions; develop trend reports for review by leadership team tracking various activities across teams; oversight of trading activity tracking directed trades, non-approved securities, etc.; loss reporting, track aging fee billing activity; analyze individual client book activity by relationship manager to assess efficiency; ad hoc reporting requests.

• Participate in quarterly investment meetings with teams.

• Participate in weekly Client Service Management meetings to learn more about systems, processes, and client management.

• Support Executive Assistant (COS) that assists Region Head in the daily management of the entire region.

Who you are

• Educational background: You have a bachelor’s degree.

• You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way.

• Strong communicator: You possess excellent verbal and written communication skills, with the ability to interact professionally across all levels of the organization.

• You put clients first: You engage with purpose to find the right solutions. You go the extra mile because it's the right thing to do. 

• You are organized: You can manage multiple priorities and deadlines in a fast-paced environment while ensuring accuracy.

• You know that details matter: You notice things that others don't. Your critical thinking skills help to inform your decision-making. 

• Collaborative and independent: You work well in a team setting but can also take initiative and work independently with minimal supervision.

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

At CIBC, we offer a competitive total rewards package.  This role has an expected salary range of $65,000-$80,000 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 also may 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.   

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.

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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.

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