What are the responsibilities and job description for the Client Relationship Analyst position at City National Bank and Careers?
ABOUT US
RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals.
RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.
CLIENT RELATIONSHIP ANALYST
WHAT IS THE OPPORTUNITY?
Working as part of a Client Services team, the Client Relationship Analyst (CRA) is responsible for providing client-facing frontline support service to Portfolio Manager (PM) teams.
The CRA will act as a liaison between PM teams and other Client Service teams primarily Billing, New Accounts, Operations, and Performance.
The CRA is responsible for efficient, effective, and timely completion of tasks to meet PM and client requests while creating an exceptional client experience for our PMs, the financial advisors they serve, and the clients who hire us to manage their wealth.
WHAT WILL YOU DO?
- Monitor, review, respond to, and resolve service requests using Salesforce for workflow queue management.
- Communicate directly and consistently with clients, always in a professional manner; listening, understanding what they’re asking, acknowledging their request, keeping them informed of our progress toward resolution, and acknowledging resolution when their request is completed.
- Communicate and cooperate with colleagues to accomplish what needs to be done; Associate Portfolio Managers, PMs, Client Care Coordinators, and partners in Billing, New Accounts, Operations, Performance and on occasion Audit, Compliance, Legal, Risk, Sales, and Management.
- Use third-party and in-house system applications to access information, documents, and platforms needed to execute day-to-day responsibilities and ad hoc tasks.
- Prepare, review, and distribute reports necessary to conduct business, meet in-house and regulatory requirements, and manage risk.
- Work in a Risk Aware environment on alert to identify, escalate, and mitigate risk to protect RBC Rochdale and our clients from financial, legal, regulatory, and reputational risk.
- Interact with banks, depositories, financial advisors, broker-dealers, and global custodians.
- Maintain absolute confidentiality of client information.
- Participate in and contribute to the completion of ad hoc projects.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
WHAT'S IN IT FOR YOU?
Benefits and Perks
ABOUT US
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
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- Bachelor's Degree or equivalent
- Minimum 3 years experience in client service, banking operations or relationship management support required.
- Minimum 3 years experience in a banking or financial services environment required.
- Minimum 2 years of experience with bank products and services (eg. deposits, wealth management, cash management, international, etc.) required.
Additional Qualifications
- FINRA Series 7 and 63 (or 65 and 66) preferred.
- Experience in investment management operations/financial services industry.
- Excellent communication, presentation and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong analytical and problem-solving skills, with the ability to identify and address client needs and concerns.
- Ability to work independently and as a part of a team, with a proactive and results-driven approach. Team player with the ability to collaborate with others.
- Highly detail-oriented with superior organizational skills and ability to prioritize tasks. Follow-up to ensure resolution and completion of tasks.
- Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
- Thorough and detailed knowledge of bank operations and understanding of risk management and compliance policies and procedures, as well as regulatory requirements.
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $78,970 - $126,140 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
- Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
- Generous 401(k) company matching contribution
- Career Development through Tuition Reimbursement and other internal upskilling and training resources
- Valued Time Away benefits including vacation, sick and volunteer time
- Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
- Career Mobility support from a dedicated recruitment team
- Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
- Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
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Salary : $78,970 - $126,140