New Accounts Analyst
New Accounts Analyst
- 1 Vacancy
- 1,064 Views
Experience
2 Year
Employee type
Full TimePosition
Mid-Level
Offer Salary
$26,91 - $40,36 /hourly
Job Description
As a New Accounts Analyst, you'll guide clients and partners through the onboarding process, ensuring smooth transitions and effective account management. Collaborate with portfolio teams for seamless asset transfers.
WHAT IS THE OPPORTUNITY?
Works with branch and department colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process requests for new or existing accounts or best way to transfer assets into the firm. Resolves inquiries and escalates as appropriate.
What you will do
- Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding and new account inquiries.
- Prepare paperwork of all new accounts coming in through various legacy platforms (Rochdale and CNAM) as well as for the mid-net-worth platform, Symphonic Financial Advisors.
- Open new accounts and process daily Outstanding Actions Report.
- Maintain database that houses all client, Financial Advisor, and partner firm contact information including the processing of all changes partner’s broker dealer and/or RIA changes.
Must-Have*
Bachelor's Degree or equivalent
Minimum 2 years of experience in the investment management industry
Minimum 2 years of experience in using Microsoft Office applications
Skills and Knowledge
Excellent computer literacy with a proven proficiency in Microsoft Excel, Word and PowerPoint
Excellent verbal and written communications skills
Compensation
Starting base salary: $26.91 - $40.36 per hour. 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. Get an inside look at our Benefits and Perks.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.
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Job Overview
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Experience
2 Year
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Location
400 Park Ave, New York, New York, US
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Offered Salary
$26,91 - $40,36 /hourly
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Qualification
Mid-Level
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Industry
Best Jobs for Analyst -
Date Posted
8 months ago
Job location
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