Family Office Client Service Manager

Overview Family Office Client Service Manager role at CIBC US. 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 valued for who they are and what they contribute. To learn more about CIBC, please visit . What You'll Be Doing 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 Lead client transitions to the SEI Archway platform, including preparation and execution of client service agreements, in coordination with the CIBC Family Office Team. Partner with the central CIBC Family Office and SEI Archway teams, relationship managers, and advisors to meet client deliverables and build local internal awareness of Family Office services. Assist clients with CIBC Private Wealth Investor Dashboard. Maintain/update client personal and account data on internal systems and files. Financial Operations & Transaction Management Initiate and fulfill cash management requests, including transaction review and verification of proper processing. Execute ad hoc bill-paying and set up recurring payments. Research and resolve overdraft situations. Manage all aspects of gifting (cash, in-kind, gift letters, Crummey letters). Manage clients’ quarterly tax payments and annual IRA contributions/RMDs. Coordinate asset transfers and manage cost basis updates on securities. Review fee collections and resolve collection issues. Administrative & Reporting Tasks Prepare new account packets and open new accounts & sub-accounts. Complete first review of administrative reviews. Prepare customized client reports (e.g., cash flow analysis and cash projection reports). Subject Matter Expertise & Internal Education Act as a subject matter expert on Family Office offerings and deliver ongoing education to business partners. Who You Are Bachelor’s degree and 3+ years’ experience in trust and/or investments. Proficient with Microsoft Word, Outlook, Excel, PowerPoint, and Adobe. Exceptional client service commitment. You put our clients first. You engage with purpose to find the right solutions. You go the extra mile because it's the right thing to do. Strong interpersonal, written, and verbal communication skills with the ability to communicate with high net worth clients, intermediaries, and colleagues at all organizational levels. Flexibility and adaptability to meet the changing needs of our clients, Relationship Managers, and Client Service Managers. Strong organizational skills sufficient to complete work according to established schedule and timeframes, while accommodating given priorities. Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability. What You Need To Know 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 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 Compensation & Benefits Salary range: $75,000 - $100,000 for the San Francisco, CA market, based on experience and location. The role may be eligible for incentive compensation, including a discretionary bonus component. CIBC offers a full range of benefits including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k), and other programs. What CIBC Offers Competitive salary and incentive opportunities. Comprehensive benefits and programs to support well-being and development. A culture that recognizes and values your ambition, with opportunities for growth and Purpose Day (a paid day off for personal growth). Subject to plan and program terms and conditions. #J-18808-Ljbffr

Created: 2025-09-17