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Job ID | 2024-4962 | Category | Wealth Management | Type | Full-Time | Workplace policy | Hybrid |
The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by servicing clients and providing operational, administrative, and client service support within the Wealth Management Department. The role will be integral in the onboarding of new clients, coordination of cash /non-cash movements, ongoing maintenance of client accounts and providing support to Wealth Advisors and Trust Officers. The Wealth Management Services Specialist Senior is also responsible for operational, compliance, and administrative functions within the Wealth Management Department. The role will also support BCI Securities in account opening and services required. The position may also support other department initiatives as required.
Principal Duties & Responsibilities:
Full Time
Banking
$61k-87k (estimate)
04/28/2024
06/27/2024
cnb.com
LOS ANGELES, CA
3,000 - 7,500
1968
KELLY COFFEY
$1B - $3B
Banking
With $70.3 billion in assets, City National Bank provides banking, investment and trust services through locations in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis, Washington, D.C. and Miami*. In addition, the company and its investment affiliates manage or administer $81.3 billion in client investment assets. City National is a subsidiary of Royal Bank of Canada (RBC), one of North Americas leading diversified financial services companies. RBC serves more than 17 million personal, business, public sector and institutional clients thro...ugh offices in Canada, the United States and 34 other countries. For more information about City National, visit the companys website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank. Copyright 2021 City National Bank, CNB Member FDIC | All Rights Reserved Equal Housing Lender | NMLSR ID# 536994
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