Private Wealth Client Services Lead
talentifyMillbrae (CA)
About the role
CIBC is seeking a Client Service Manager to support Private Wealth relationships by delivering exceptional service to PWM clients. You’ll work with Relationship Managers, custodians, and operations to create a seamless client experience. Details on on-site/remote work will be discussed at interview.
Ideal candidates have a bachelor’s degree and 5+ years in financial services, strong communication, and solid knowledge of investments and markets. Hybrid work and benefits accompany the role.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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