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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 truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html)

What you'll be doing

As a Private Wealth Fee Specialist, you’ll be responsible for managing and administering fee-related processes for high-net-worth clients within the Private Wealth Management division. This role ensures the accurate calculation, billing, and reporting of fees in accordance with client agreements and regulatory standards. The ideal candidate will have a keen eye for detail, strong analytical skills, and a customer-centric approach to supporting internal teams and high-value clients.

How you’ll succeed

+ **Operational Excellence** – You’ll ensure fee-related processes run smoothly by identifying and resolving client invoice discrepancies in a timely and professional manner. You’ll update and maintain fee schedules, manage invoice resolutions, and collaborate closely with internal teams and custodians to support accurate billing and exceptional client service. Responsible for sending invoices to clients as needed.

+ **Process and Systems Mastery** – Become the go-to expert for fee-related questions by mastering our internal systems and processes. You will also become the expert of BillerDirect and RevPort. You’ll maintain accurate records of open resolution submissions (ORS), support fee loader file submissions, and assist with determining accounts that require cash to be raised for quarterly billing. You’ll also ensure new relationships are correctly set up and that account closings are billed accurately.

+ **Continuous Improvement** – Provide monthly ORS reporting to identify trends and support process enhancement initiatives. You’ll proactively suggest improvements, work efficiently with minimal direction, and help build a culture of operational excellence.

Who you are

+ **You have a Bachelor’s degree** in Accounting, Finance, or a related field.

+ **You bring** At least two years of experience in financial services—preferably in billing or operations.

+ **You’re a problem-solver** . You dive into discrepancies and details, uncover root causes, and collaborate with others to find the right resolutions.

+ **You put our clients first** . You’re committed to delivering timely and accurate solutions that support internal partners and ultimately enhance the client experience.

+ **You’re detail-oriented and analytical** . With your strong organizational skills and attention to detail, you stay on top of deadlines and ensure precision in every step of the billing cycle.

+ **You’re collaborative** . You build strong partnerships with client service teams, relationship managers, and internal operations to ensure cohesive and reliable outcomes.

+ **You’re driven and adaptable** . You learn new systems quickly, demonstrate initiative, and apply your knowledge to evolving situations with confidence.

+ **You’re technically skilled** . You have advanced Microsoft Excel skills and familiarity with financial or billing systems.

+ **You value growth** . You’re eager to learn, open to feedback, and always looking for ways to improve processes and contribute to team success.

California residents — your privacy rights regarding your actual or prospective employment (https://us.cibc.com/en/about-us/california-consumer-privacy-act-employment.html)

At CIBC, we offer a competitive total rewards package. This role has an expected salary range of **_$70,000 - $80,000_** for the Chicago, IL market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.

Candidates hired to work in other locations will be subject to the pay range associated with that location. Additional total compensation and benefits details will be provided during the hiring process.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

+ We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, 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.

*Subject to plan and program terms and conditions

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 [email protected]

+ 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

IL - 181 W Madison

Employment Type

Regular

Weekly Hours

40

Skills

Active Listening, Analytical Thinking, Budget Preparation, Client Service, Customer Experience (CX), File Maintenance, Interpersonal Communication, Presentation Preparations

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.