Cibc
Financial Services
SeniorClientServiceAdvisor
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“Senior Client Service Advisor at Cibc. Skills: Client Service, Operational Excellence, Risk Management, Leadership, Problem Solving. Serve as a trusted partner to Private Bankers, clients, and internal business partners. Deliver a high-touch and seamless customer experience”
What You'll Achieve.
Deliver a high-touch and seamless customer experience; Drive consistency, accountability, and operational excellence across the service model; Enhance both the client and employee experience; Ensure timely completion of client requests, operational tasks, and escalations; Ensure timely execution of requests; Maintain risk management and compliance standards; Support the delivery of a high-touch client experience; Support and process complex transactions; Ensure adherence to procedures, regulatory requirements, and operational controls; Reduce risk and avoid errors; Improve service delivery and operational effectiveness; Improve team effectiveness and client experience; Ensure compliance with internal policies and regulatory requirements
Industry & Context.
Handle complex or sensitive situations independently; Find effective solutions to challenges; Assist in resolving escalated client issues; Partner with leadership and business partners to identify root causes and implement solutions; Help identify trends, gaps, or recurring issues
Must be legally eligible to work at the specified location(s), May be asked to complete an attribute-based assessment and other skills tests
What They're Looking For.
Must Have
5 years of experience in client service, understanding of financial services or a related industry, handle complex or sensitive situations independently, manage multiple priorities in a fast-paced environment, maintain high attention to detail, understand banking procedures, operational controls, and client servicing expectations, build trust with clients and colleagues through clear, professional, and empathetic communication, experience coaching peers or direct reports, demonstrate leadership qualities, handle confidential information with discretion, uphold high standards
Nice to Have
coaching mindset, enjoy supporting others’ growth, take initiative, influence others positively, help foster a positive, accountable team culture, bring your real self to work, live our values - trust, teamwork, and accountability
What You'll Do.
Serve as a trusted partner to Private Bankers
and internal business partners
Deliver a high-touch and seamless customer experience
Manage complex client service requests
Support transaction processing and operational activities
Act as a subject matter expert for servicing
and procedural guidance
Support the day-to-day operations of the Private Banking team
and operational excellence across the service model
Assist in resolving escalated client issues
Provide coaching and guidance to peers
Contribute to process improvements
Coordinate servicing workflows and follow-up activities
Support documentation reviews
Coordinate transactions
Ensure adherence to internal procedures and approval requirements
Serve as a liaison between clients
and internal support teams
Maintain risk management and compliance standards
Deliver exceptional service by managing complex client inquiries and service requests with professionalism
Build trusted relationships with clients and internal partners
Support Private Bankers in delivering a high-touch client experience
Proactively identify client needs
Anticipate service issues
Coordinate solutions across business lines
Support and process complex transactions
Ensure adherence to procedures
regulatory requirements
and operational controls
Review documentation for completeness and accuracy
Identify and escalate potential risks
or operational concerns
Assist with transaction approvals and workflow coordination
Maintain accurate records and documentation
Serve as a resource and mentor for Client Service Advisors
Support onboarding and training for new team members
Promote accountability
and consistency across the team
Manage escalated or sensitive client issues with sound judgment and professionalism
Partner with leadership and business partners to identify root causes and implement solutions
or recurring issues and contribute to process enhancements
Partner closely with Private Bankers
and leadership to coordinate client servicing activities
Ensure timely follow-up
Support special projects
operational initiatives
and procedural enhancements
Contribute to a culture of continuous improvement and operational excellence
Ensure compliance with internal policies and regulatory requirements
Verify client documentation
Protect confidential information
Accurately complete service requests to reduce risk and avoid errors
How You'll Work.
Team & Collaboration
Partner with Private Bankers, clients, and internal business partners; Provide coaching and guidance to peers; Serve as a liaison between clients, Private Bankers, operations, and internal support teams; Build trusted relationships with clients and internal partners; Support Private Bankers in delivering a high-touch client experience; Coordinate solutions across business lines; Serve as a resource and mentor for Client Service Advisors; Support onboarding and training for new team members; Promote teamwork across the team; Partner with leadership and business partners to identify root causes and implement solutions; Partner closely with Private Bankers, operational teams, and leadership to coordinate client servicing activities; Contribute to a culture of continuous improvement
Communication Scope
Clear communication; Professional communication; Empathetic communication
Full Job Description
We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit [CIBC.com](https://www.cibc.com/en/about-cibc.html) **What you 'll be doing** As a **Senior Client Service Advisor** , you will serve as a trusted partner to Private Bankers, clients, and internal business partners by delivering a high-touch and seamless customer experience. You'll manage complex client service requests, support transaction processing and operational activities, and act as a subject matter expert for servicing, risk, and procedural guidance. In this role, you will play a key part in supporting the day-to-day operations of the Private Banking team while helping drive consistency, accountability, and operational excellence across the service model. You’ll assist in resolving escalated client issues, provide coaching and guidance to peers, and contribute to process improvements that enhance both the client and employee experience. You’ll also coordinate servicing workflows and follow-up activities to ensure timely completion of client requests, operational tasks, and escalations. This includes supporting documentation reviews, transaction coordination, and adherence to internal procedures and approval requirements. You’ll serve as a liaison between clients, Private Bankers, operations, and internal support teams to ensure timely execution of requests while maintaining strong risk management and compliance standards. This role requires strong judgment, attention to detail, relationship management skills, and the ability to balance client experience with operational and regulatory requirements. _At CIBC we enable the work environment most opti
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