cibcEast Boston, MA
Senior Private Wealth Client Specialist
Senior Private Wealth Client Specialist
Senior Private Wealth Client Specialist
cibcEast Boston, MA
5 days ago
Portfolio Management and Investment AdviceCommercial BankingSavings Institutions and Other Depository Credit Intermediation
Apply for this role (opens in a new tab)CIBC is seeking a Senior Client Service Associate to support Private Wealth relationship management by delivering exceptional service to high-net-worth clients in the Boston area. You will manage onboarding, client inquiries, and account maintenance, coordinating with internal teams to ensure accurate, timely processing and adherence to regulatory standards.
You will also assist Relationship Managers by preparing materials, tracking activity, and ensuring a consistent, high-quality client
Also on the board Same function, level within a rung
Level
Senior
Location
East Boston, MA
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
5 days ago