Client Associate in London

Client Associate in London

London Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage clients personally and enhance their experience while identifying business opportunities.
  • Company: Join CIBC, a trusted name in financial services with a focus on teamwork and accountability.
  • Benefits: Enjoy competitive salary, banking perks, wellness support, and a defined benefit pension plan.
  • Why this job: Make a real impact by helping clients achieve their financial goals in a supportive environment.
  • Qualifications: Must have relevant certifications and a passion for client engagement and relationship building.
  • Other info: CIBC values diversity and offers a culture of growth, including a paid day for personal development.

The predicted salary is between 28800 - 43200 £ per year.

Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience.

Business Development – Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client's profile, goals, and risk/reward tolerance.

Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.

You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.

You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

You understand that success is in the details. You notice things that others don’t. Your critical thinking skills help to inform your decision making.

You’re a certified professional. You have current accreditation and good standing Canadian Securities Course (CSC), Conduct & Practice Handbook (CPH), and Investment Representative (IR) licensing. It is an asset if you have Registered Representative (RR) licensing. Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.

Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program, defined benefit pension plan, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

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 Mailbox.careers-carrieres@cibc.com.

CIBC is committed to clarity in our hiring process. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.

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 test (such as simulation, coding, French proficiency). At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.

Client Associate in London employer: Canadian Imperial Bank of Commerce

CIBC is an exceptional employer that prioritises client engagement and personal connections, fostering a culture of trust and teamwork. With competitive salaries, comprehensive benefits, and unique initiatives like Purpose Day for personal growth, employees are empowered to thrive in a supportive environment. Located in a vibrant community, CIBC encourages relationship building and offers ample opportunities for professional development, making it a rewarding place to work.
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Contact Detail:

Canadian Imperial Bank of Commerce Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Associate in London

✨Tip Number 1

Get to know the company culture before your interview. Check out their social media, website, and any recent news. This will help you connect on a personal level during your chat and show that you’re genuinely interested in being part of their team.

✨Tip Number 2

Practice your client engagement skills! Think of examples from your past experiences where you’ve gone the extra mile for clients. Be ready to share these stories to demonstrate how you put clients first and build lasting relationships.

✨Tip Number 3

Network like a pro! Attend local events or webinars related to the financial services industry. This not only helps you grow your connections but also shows your commitment to the field and can lead to potential job opportunities.

✨Tip Number 4

Don’t forget to follow up after your interview! A simple thank-you email can go a long way in reinforcing your interest in the role and keeping you top of mind for the hiring team. Plus, it’s a great chance to reiterate why you’d be a perfect fit!

We think you need these skills to ace Client Associate in London

Client Engagement
Business Development
Relationship Building
Critical Thinking
Communication Skills
Networking
Problem-Solving Skills
Attention to Detail
Financial Services Knowledge
Canadian Securities Course (CSC)
Conduct & Practice Handbook (CPH)
Investment Representative (IR) Licensing
Teamwork
Accountability
Adaptability

Some tips for your application 🫡

Personalise Your Application: When you're writing your application, make sure to personalise it. Show us how your experiences align with our values and the role of Client Associate. We want to see your personality shine through!

Highlight Relevant Experience: Don’t forget to showcase any relevant experience you have in client engagement or business development. We love seeing how you've gone the extra mile for clients in the past, so share those stories!

Be Detail-Oriented: Remember, success is in the details! Pay attention to your application format, grammar, and spelling. A polished application reflects your critical thinking skills and professionalism, which we value highly.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at Canadian Imperial Bank of Commerce

✨Know Your Clients

Before the interview, research the company’s client base and their needs. Understand how the role of a Client Associate contributes to enhancing client experiences. This will help you demonstrate your commitment to putting clients first and engaging on a personal level.

✨Showcase Your Relationship Skills

Prepare examples from your past experiences where you successfully built relationships or improved client satisfaction. Highlight your ability to listen, understand different perspectives, and go the extra mile to meet client needs. This will resonate well with the values of trust and teamwork.

✨Be Proactive in Business Development

Think of ways you can identify business opportunities for the team. During the interview, share your ideas on how to support investment advisors and contribute to building investment plans. This shows your drive to succeed and your proactive approach to business development.

✨Demonstrate Attention to Detail

Prepare to discuss how your critical thinking skills have helped you notice details that others might overlook. Use specific examples to illustrate how this has informed your decision-making in previous roles. This aligns perfectly with the company's emphasis on understanding that success is in the details.

Client Associate in London
Canadian Imperial Bank of Commerce
Location: London
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