Client Service Associate, Family Office, CIBC, St. Louis

CIBC is hiring a Client Service Associate to support its Family Office relationship-management team in St. Louis - daily client service for Family Office Executives and Administrators, transactional documentation for money movements and security transfers, daily reconciliation, client-data management and tax-information support. Suits a wealth-management client-service professional with 1-3 years' experience.

Overview: CIBC seeks a client-focused professional to support family office relationship management by delivering exceptional service and processing transactions while collaborating across internal teams. Location: 1401 S Brentwood Blvd, Fl 10, St. Louis, MO. Regular, full-time (40 hours/week).

Key Responsibilities: Provide daily client-service support to Family Office Executives and Administrators; generate accurate transactional documentation for money movements and security transfers; collaborate with client-facing teams and lines of business on transaction execution; perform daily transaction reconciliation and manage client-data systems; handle mail processing, scanning, filing and correspondence preparation; answer phones, provide information and refer callers with discretion; support tax-information collection and processing; and proactively anticipate and resolve client inquiries.

Required Qualifications: Bachelor's degree and/or 1-3 years relevant financial-industry experience; Wealth Management client-service experience preferred; excellent verbal and written communication; strong organizational abilities managing multiple priorities; attention to detail and critical thinking; ability to work collaboratively and independently; proficiency with Microsoft Office, particularly Excel. No visa sponsorship available; full benefits package included.