Client Services Representative handling inquiries in mortgage services. Focused on phone and email communication with strong emphasis on customer service skills.
About the role
- Manager leading the MyClient Support team at CIBC, providing leadership and management for operational activities and ensuring high client service levels.
Responsibilities
- Provide leadership and management of staff members within a medium/moderately complex operational/support unit
- Ensure operational efficiency and timely response or resolution of user inquiries
- Manage front line support needs and activities for WG users of the MyClient application
- Participate in annual planning, analyzing trends, identifying opportunities to build a high performing team
- Create a positive work environment and act as an effective role model by championing CIBC’s Vision, Mission and Values
Requirements
- Post-secondary degree/diploma in business or finance (or equivalent)
- 5 – 7 years of work experience in a related field within Financial Services industry
- Advanced computer skills with an excellent working knowledge of Wood Gundy and CIRO policy and procedures
- Knowledge of internal CIBC systems and relevant technology specific to Wood Gundy (e.g. Broadridge, MyClient), is an asset
- Strong interpersonal, negotiation and mediation skills
Benefits
- Competitive compensation
- Annual discretionary incentive or bonus program
- Wellbeing support
- Employee and family assistance programs
- Moment Makers, our social, points-based recognition program
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Payroll & Client Service Specialist delivering payroll support and training for POA clients using UKG Ready platform. Requires technical expertise and customer service skills for client engagements.
Wholesale Client Support Analyst ensuring best client experience for Rabobank while coordinating loan closing processes and maintaining transaction portfolios.
Client Service Manager serving 401K clients by ensuring high quality benefits administration and client service. Collaborating with internal partners to deliver contractual commitments and manage service issues.
Client Service Manager at Wealth Enhancement, supporting client operations and ensuring service excellence. Overseeing client interactions and maintaining high service standards in Overland Park, KS.
Vice President supporting client service and implementation design for Corporate Banking in APAC. Leading operational improvements and ensuring compliance with regulatory standards.
Client Service Associate connecting clients with market experts at Optimal in a hybrid workspace. Engaging in proactive matching of experts with customer needs in a fast - paced setting.
Client Support role at Sifted leveraging AI for logistics intelligence. Supporting client on - boarding, training, and issue resolution within a hybrid work model.
Client Service member assisting customers with inquiries at Hellas Direct, an insurtech company. Responsible for answering calls, managing complaints, and providing accurate information.
Client Service Manager at Grimes & Company supporting client onboarding and servicing in a thriving wealth management firm. Focused on delivering excellent client experiences and operational excellence.