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.
#J-18808-LjbffrPrivate Wealth Client Services Lead in san francisco at Unknown Company
This position is listed as full time and able to be worked remotely.