Client Service Summer Intern 2026 Boston, MA

Summary: CIBC is building a relationship-oriented bank for the modern world, and they are seeking a Client Service Summer Intern for their Private Wealth Client Service team. This internship will provide integral support for client service teams and involve various responsibilities such as running performance reports, assisting with client meeting books, and improving business processes. Responsibilities: - Providing integral support for client service teams and special projects as assigned/requested - Running daily, monthly and quarterly asset allocations and performance reports - Assisting in the production of client meeting books and portfolio reviews - Monitoring daily trade, overdraft and distribution reports - Processing various money movement and cash requests - Coordinating quarterly correspondence and communications to clients maintenance - Resolving business issues using systems and data - Offering recommendations as to how to improve business processes and efficiencies - May perform additional projects upon request Required Qualifications: - Current undergraduate student - Minimum GPA 3.0 - Demonstrated interest in Finance, Economics, Management, or related majors - Expected Graduation Date between December 2026 and June 2027 - Must be authorized to work within the U.S - Intellectual curiosity and independence of thought - Strong quantitative and analytical abilities - Excellent communication skills, with the ability to express ideas clearly both verbally and in writing - Strong ability to read and write easily and extensively - Superior time management and organizational skills - Highly motivated with a desire to learn - Works well within a team environment and is able to work across multiple teams - Good judgment and professionalism in both work products and interactions - Proficiency in Microsoft Excel, PowerPoint and Office applications - Familiarity with either Bloomberg or FactSet is helpful Required Skills: Finance, Excel Nice-to-Have Skills: Analytical Abilities, Bloomberg, FactSet Internship Start Date: Start in 2026 Summer Benefits: 401(k) contribution, Paid Time Off (including Sick Leave and Vacation), Holidays