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Processing fund transfers, wires, checks, transfers to and from City National bank accounts and ACH. Administration of IRAs. Preparing client portfolio review books for Advisors. Processing of client account maintenance requests. Ad hoc requests (i.e. requests for statements, 1099's, copy of trade confirmations, etc.). Assisting Relationship Advisors with the annual confirmation of investment obje
Posted 2 days ago
Design, produce and distribute timely and accurate, ad hoc performance reports and calculations with the Advent APX System on a monthly/quarterly basis for individual accounts and composites. Provide analysis and interpretation of report data as required. Reconcile performance discrepancies by auditing transactions and account postings. Create spreadsheets to monitor reasonable returns. Retrieve a
Posted 2 days ago
Develops and manages relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of product solutions to client needs. Prov
Posted 4 days ago
The Relationship Manager is located in a branch in a high potential market. Actively engages in the sales process to ensure the attainment of team and individual goals and objectives. Develops new clients through referrals and calling efforts. Manages a portfolio and actively deepens client relationships through developing solutions and cross selling all City National Bank (CNB) products. Basic Qu
Posted 8 days ago
The Associate is responsible for monitoring and maintaining a portfolio of client relationships. This role supports relationship managers and various team members in all aspects of the portfolio management process including the growth and expansion of existing client relationships. Working in cooperation with the team, the Associate supports the origination, underwriting and portfolio management p
Posted 10 days ago
This position is responsible for contributing to overall branch sales efforts, maintaining first in class service levels for their branch, and all aspects of operational integrity for the branch and colleagues. Provides expertise in all aspects of providing exemplary client service and assisting clients with any transaction. Engage in completing all cashiering requests, work with clients to ensure
Posted 10 days ago
Under general supervision, provides broad administrative support to the Manager and others in the office. Answers phones, manages the reception area. Greets clients. Provides client account information and handles related service issues via telephone. Handles incoming and outgoing courier packages. High School Diploma or GED required. Minimum 4 years of administrative support or secretarial experi
Posted 11 days ago
Provides support and coordination in the consistent and effective application of policies, procedures, and practices related to the Office Operations and Management and CNR's Program Office. The position will encompass a wide array of functions from coordination of logistical elements for Business Excellence initiatives to support on facilities management. Additionally, this role will include work
Posted 14 days ago
This is an entry level Personal Trust Officer position responsible for administering routine personal trust accounts such as testamentary/intervivos trusts, conservatorships, guardianships and agencies in accordance with terms specified in trust instrument. Under general guidance, sets up estates, trusts, agency accounts and guardianships where issues are routine and less complex in nature. Become
Posted 18 days ago
This person will handle a variety of branch transactions for Entertainment Operations except new accounts. They are expert in all aspects of providing exemplary customer service and assisting customers with any transaction. Has good working knowledge of bank policies and procedures. Minimum 1 year of experience working in a bank branch or bank operations role Minimum 2 years of direct client conta
Posted 23 days ago
This position will work directly with all Directors of Client Service and Operations in executing day to day operational and client service activities and projects including operation risk management, business and financial analysis, and other supporting functions. This position will provide timely and accurate reporting, and providing senior management with the information to make informed busine
Posted 23 days ago
Provides support to the client service and strategic business units in making better decisions about client and advisor strategy and programs. Working with the Client Service team, along with Marketing, Business Excellence and Digital, the Client Experience Program Analyst creates and executes programs that ensure the City National Rochdale exceeds client's expectations. Resonsibilities Design cur
Posted 23 days ago
Recommend and implement survey methodology tools/tactics/metrics that will help the firm better understand the client/advisor experience at City National Rochdale and how we compare to key competitors. Design current state client journey maps illustrating gaps, inefficiencies, and opportunities, to then develop ideal future client journeys. Oversee the implementation, analysis and application of V
Posted 23 days ago
Ensures that all equity, mutual fund, and ETF trades are executed accurately at Pershing and with all other outside custodians in a timely manner. Responsible for trade settlement and reconciliation. Additional responsibilities include processing client cash movements, assisting with tax issues, and managing corporate actions. Minimum 3 years experience with an investment management firm, hedge fu
Posted 23 days ago
Plans, develops and executes internal and external events throughout the Bank. Responsible for assisting in the development of event concepts and themes and designing and implementing events to meet stated objectives. This includes the coordination of all communications, vendor contracts, staffing of events and post event communication and event tracking. Tracks and monitors success factors associ
Posted 1 month ago
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