talentifyMillbrae, CA
Private Wealth Client Services Lead
Private Wealth Client Services Lead
Private Wealth Client Services Lead
talentifyMillbrae, CA
yesterday
Personal Financial AdvisorsPersonal Service Managers, All OtherFirst-Line Supervisors of Personal Service Workers
Portfolio Management and Investment AdviceCommercial BankingInvestment Banking and Securities Intermediation
Apply for this 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.
Also on the board Same function, level within a rung
Level
Senior
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday