City National Bank · 11 hours ago
Client Relationship Analyst
New York, NY
Full-time
Onsite
Mid Level
$79K/yr - $126K/yr
3+ years expCity National Bank is a subsidiary of Royal Bank of Canada, dedicated to providing exceptional financial services. The Client Relationship Analyst will support Portfolio Managers by managing client relationships, ensuring compliance, and facilitating communication between clients and the Portfolio Management team.
BankingFinanceFinancial Services
Responsibilities
Assist with the creation and distribution of Portfolio Review Books, including printing and binding of books
Distribute Investment Policy statements and Re-allocation Letters
Deliver exceptional client service and serve as liaison between clients/advisors, Senior Portfolio Managers, Portfolio Managers, and Associate Portfolio Managers
Communicate directly with clients, always in a professional manner, on outstanding items and ongoing client relationship management
Lead end-to-end onboarding and maintenance activities for new and existing clients
Oversee the maintenance and upkeep of client files and records, ensuring they are in compliance with regulatory requirements and internal policies and procedures
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
Work with all internal and external parties to ensure timely and accurate execution of trades and other transactions
Assist with the creation and distribution of Portfolio Review Books, including printing and binding of books
Distribute Investment Policy statements and Re-allocation Letters
Deliver exceptional client service and serve as liaison between clients/advisors, Senior Portfolio Managers, Portfolio Managers, and Associate Portfolio Managers
Qualification
Required
Bachelor's Degree or equivalent
Minimum 3 years experience in client service, banking operations or relationship management support required
Minimum 3 years experience in a banking or financial services environment required
Minimum 2 years of experience with bank products and services (eg. deposits, wealth management, cash management, international, etc.) required
Preferred
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
Thorough and detailed knowledge of bank operations and understanding of risk management and compliance policies and procedures, as well as regulatory requirements
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
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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