Family Office Client Service Manager

Family Office Client Service Manager

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.

What You'll Be Doing

As a Family Office Client Service Manager, you will provide customized support to ultra-high-net-worth clients and their family offices. Your role is critical in delivering consolidated reporting, document management, expense management solutions, and comprehensive administrative services. You will act as a key contact for clients and internal teams, ensuring seamless implementation, ongoing service, and organizational support. You will also support Family Office Executives and Senior Relationship Managers in providing exceptional client service.

Client Relationship Management & Service Delivery

• Serve as the primary contact for day-to-day operations and escalations related to Family Office services.
• Oversee a select portfolio of clientele, ensuring exceptional service delivery and satisfaction.
• Interface with High Net Worth Clients and their intermediaries and external Advisors, CIBC Specialists (Wealth Strategies, Investment, Trust, Tax, Operations, Legal, Compliance, Marketing), and External Service providers (accountants, attorneys, custodians, insurance providers).
• Proactively monitor and address client needs while continuously improving processes to meet changing demands.
• Manage preparation of presentation materials for client meetings.

Platform & System Management

Financial Operations & Transaction Management

Administrative & Reporting Tasks

Subject Matter Expertise & Internal Education

Who You Are

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com .

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

CA - San Francisco - 101 2nd St.

Employment Type

Regular

Weekly Hours

40

Skills

Active Listening, Analytical Thinking, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations