Private Wealth Client Services Lead
talentifyMillbrae, CA
Private Wealth Client Services Lead
L5
talentifyMillbrae, CAyesterday
Occupations
Personal Financial AdvisorsPersonal Service Managers, All OtherFirst-Line Supervisors of Personal Service WorkersIndustries
Portfolio Management and Investment AdviceCommercial BankingInvestment Banking and Securities IntermediationCIBC 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.
Apply now
Level
SeniorL5
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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