Join CIBC as a Financial Services Associate in Wellesley to build meaningful client relationships. Collaborate with Financial Advisors to help clients reach their financial goals through tailored services. In this full time position, you’ll support the Personal and Business Banking Team with ongoing client engagement, sales, and administrative tasks.

Your role involves leveraging your financial knowledge to address client inquiries and participate in outreach efforts. By fostering robust relationships, you'll enhance both client satisfaction and team productivity. Key Responsibilities:
Collaborate with Financial Advisors on client outreach activities
Engage clients with cash management and investment knowledge
Assist in scheduling appointments and organizing client files




Cultivate relationships to support Advisor network growth
Address client issues with accountability and service Requirements:
Minimum 1 year client-focused sales experience
Strong organizational skills in administrative tasks
Proven customer service orientation and problem-solving abilities
Passionate about teamwork and building connections
Willing to work flexible schedule, including evenings and weekends Elevate client experiences by utilizing your financial expertise and building trust as a key member of CIBC's team in Wellesley.

📌 Financial Services Associate At Cibc Wellesley
🏢 CIBC
📍 Wellesley