Platform Support Analyst

City National Bank • New York, NY

2d • Onsite

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 Platform or existing accounts or best way to transfer assets into the firm. Resolves inquiries and escalates as appropriate.

Requirements

• H.S. Diploma
• 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

Nice To Haves

• Bachelor’s degree preferred

Responsibilities

• Assist clients, partner Financial Advisors, Portfolio Manager Teams, and Platform (TAMP) partners with client on-boarding and new account inquiries.
• Work on daily reports from platform partners to ensure onboarding data accurate and solve for discrepancies in data; troubleshoot issues and follow up with developers on tech problems
• Open new accounts and process daily Outstanding Actions Report and review KYC/AML for proper onboarding
• 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.
• Build strong relationship with Platform partners and internal Portfolio Management teams including period meetings
• Work with internal Client Service teams on ad hoc inquiries throughout the day and provide reporting as needed
• Work with platform partners and billing team on fee files
• Take on ad hoc team projects and remediation efforts as needed throughout the year

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: Mid Level
• Education Level: High school or GED