Client Relationship Manager at City National Bank
Glendale, CA 91203
About the Job
CLIENT RELATIONSHIP MANAGER WHAT IS THE OPPORTUNITY? This person is responsible for the day-to-day interaction with CNR's investment management clients and advisors
They are the primary contact person providing proactive and consultative support to resolve operations issues that arise
Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing operational, client service and at times, administrative needs
As the operational expert for the client, the Account Officer/Manager is positioned to proactively execute on the concepts developed by the Portfolio Manager with minimal supervision
Is also instrumental as a liaison with other internal departments to provide operational excellence to clients
Responsible for providing both operational and administrative support to a team of Portfolio Managers and enhances the client experience by serving as intermediary between client/advisor and firm stakeholders such as client service and operations
What you will do Primary contact with clients/advisors for day-to-day operational needs, providing proactive, collaborative and consultative support
Responsible for the operational integrity of the assigned area of responsibility
Deliver exceptional client service and serve as liaison between clients/advisors, Senior Portfolio Managers, Portfolio Managers, and Associate Portfolio Managers
Support the firm’s advisors and clients by providing excellent service and support around new account paperwork and set up, account transfers, general account maintenance, money transfers, monitoring custodian alerts and cost basis reconciliation
Resolves problems, answers questions related to client accounts and utilization of CNR services
Works with client and/or financial advisor teams to assist in operational areas
Works directly with advisors in handling all areas of operations (e.g., wires, new accounts, account activity, reporting, etc.) to free Portfolio Managers from performing these duties
Provide accurate, timely and extensive information to all client inquiries and requests to ensure retention of existing clients
Utilize wealth management knowledge, experience, and company resources to identify opportunities for relationship enhancement and to recognize problems and provide solutions
Administer assigned accounts in accordance with policies and procedures, ensuring that fiduciary standards and practices are observed
Attend client and internal meetings as necessary
Collaborate with other team members to prepare meeting materials
Handles follow up action items, including recordkeeping in Salesforce
Oversee the maintenance and upkeep of client files and records, ensuring they are in compliance with regulatory requirements and internal policies and procedures
Provides assistance and coverage for all operations-related activity within the department
Directs operational activities to correct teams such as wires, checks, transfers, etc
Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience
Prepare and review reports on client activity, performance, and other metrics, providing analysis and recommendations as needed
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Work with all internal and external parties to ensure timely and accurate execution of trades and other transactions
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Must-Have* Bachelor's Degree or equivalent Minimum 6 years experience in client service, banking operations or relationship management support required
Minimum 6 years experience in a banking or financial services environment required
Minimum 4 years of experience with bank products and services (eg
deposits, wealth management, cash management, international, etc.) required
Skills and Knowledge FINRA Series 7 and 63 (or 65 and 66) 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
Highest level of Account Manager requiring comprehensive knowledge of all aspects of operational banking functions Thorough and detailed knowledge of bank operations and understanding of risk management and compliance policies and procedures, as well as regulatory requirements Compensation Starting base salary: $92,114 - $156,880 per year
Exact compensation may vary based on skills, experience, and location
This job is eligible for bonus and/or commissions
*To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
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.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal
Since day one we've always gone further than the competition to help our clients, colleagues and community flourish
City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today
City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies
#LI-MD #CA-MD
They are the primary contact person providing proactive and consultative support to resolve operations issues that arise
Actively engages in meaningful conversations with clients to ensure that solutions are suggested and or provided that meet the ongoing operational, client service and at times, administrative needs
As the operational expert for the client, the Account Officer/Manager is positioned to proactively execute on the concepts developed by the Portfolio Manager with minimal supervision
Is also instrumental as a liaison with other internal departments to provide operational excellence to clients
Responsible for providing both operational and administrative support to a team of Portfolio Managers and enhances the client experience by serving as intermediary between client/advisor and firm stakeholders such as client service and operations
What you will do Primary contact with clients/advisors for day-to-day operational needs, providing proactive, collaborative and consultative support
Responsible for the operational integrity of the assigned area of responsibility
Deliver exceptional client service and serve as liaison between clients/advisors, Senior Portfolio Managers, Portfolio Managers, and Associate Portfolio Managers
Support the firm’s advisors and clients by providing excellent service and support around new account paperwork and set up, account transfers, general account maintenance, money transfers, monitoring custodian alerts and cost basis reconciliation
Resolves problems, answers questions related to client accounts and utilization of CNR services
Works with client and/or financial advisor teams to assist in operational areas
Works directly with advisors in handling all areas of operations (e.g., wires, new accounts, account activity, reporting, etc.) to free Portfolio Managers from performing these duties
Provide accurate, timely and extensive information to all client inquiries and requests to ensure retention of existing clients
Utilize wealth management knowledge, experience, and company resources to identify opportunities for relationship enhancement and to recognize problems and provide solutions
Administer assigned accounts in accordance with policies and procedures, ensuring that fiduciary standards and practices are observed
Attend client and internal meetings as necessary
Collaborate with other team members to prepare meeting materials
Handles follow up action items, including recordkeeping in Salesforce
Oversee the maintenance and upkeep of client files and records, ensuring they are in compliance with regulatory requirements and internal policies and procedures
Provides assistance and coverage for all operations-related activity within the department
Directs operational activities to correct teams such as wires, checks, transfers, etc
Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience
Prepare and review reports on client activity, performance, and other metrics, providing analysis and recommendations as needed
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Work with all internal and external parties to ensure timely and accurate execution of trades and other transactions
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Must-Have* Bachelor's Degree or equivalent Minimum 6 years experience in client service, banking operations or relationship management support required
Minimum 6 years experience in a banking or financial services environment required
Minimum 4 years of experience with bank products and services (eg
deposits, wealth management, cash management, international, etc.) required
Skills and Knowledge FINRA Series 7 and 63 (or 65 and 66) 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
Highest level of Account Manager requiring comprehensive knowledge of all aspects of operational banking functions Thorough and detailed knowledge of bank operations and understanding of risk management and compliance policies and procedures, as well as regulatory requirements Compensation Starting base salary: $92,114 - $156,880 per year
Exact compensation may vary based on skills, experience, and location
This job is eligible for bonus and/or commissions
*To be considered for this position you must meet at least these basic qualifications The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
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.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal
Since day one we've always gone further than the competition to help our clients, colleagues and community flourish
City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today
City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies
#LI-MD #CA-MD
