Finance & Banking • Chicago, Illinois, United States
Senior Director, Private Wealth Client Service
Chicago, Illinois, United StatesOn-sitePosted 7 hours ago
Finance & Banking
About the Role
CIBC is seeking a Senior Client Service Leader for our Private Wealth team in Chicago. You will shape client service strategy, build and mentor a high-performing team, and set governance standards to ensure a compliant, responsive client experience across onboarding, servicing, and reviews.
You will lead training initiatives, optimize workflows, and partner with Wealth Management, Operations, Compliance, Technology, Marketing, and Client Experience to elevate service excellence.
#J-18808-Ljbffr
What You'll Do
CIBC is seeking a Senior Client Service Leader for our Private Wealth team in Chicago.
You will shape client service strategy, build and mentor a high-performing team, and set governance standards to ensure a compliant, responsive client experience across onboarding, servicing, and reviews.
You will lead training initiatives, optimize workflows, and partner with Wealth Management, Operations, Compliance, Technology, Marketing, and Client Experience to elevate service excellence.
