New Accounts Analyst - (Client Onboarding)

City National Bank • Houston, TX

11d

About The Position

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

Requirements

• 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
• Excellent computer literacy with a proven proficiency in Microsoft Excel, Word and PowerPoint
• Excellent verbal and written communications skills

Responsibilities

• 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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level