City National Bank · 2 months ago
Wealth Management Services Specialist Senior
US-FL-Miami
Full-time
Hybrid
Mid, Senior Level
2+ years expCity National Bank is seeking a Wealth Management Services Specialist Senior to enhance the client experience within the Wealth Management Department. The role involves servicing clients, providing operational support, and coordinating account activities while ensuring compliance and administrative functions are met.
BankingFinanceFinancial Services
Responsibilities
Partner with Wealth Advisors and Trust Officers to provide service and support functions such as portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.)
In partnership with Wealth Advisors provide excellent customer service to promote client retention
Collect appropriate documentation to set up new accounts, closing accounts and making changes to an account
Process account service requests and ensure appropriate documentation
Input data into Financial Planning tools as needed
Input orders within appropriate system and complete associated paperwork
Assist in the preparation of client reports and other materials for client meetings as well as creating reports for senior management
Maintain contact management systems with up-to-date key client information
Establishes/maintains client account files
Initiate and prepare correspondence to clients, co-executors, guardians and others
Responds to telephone inquiries from clients
Collaborates with Trust Officer or Wealth Advisor related to release of information and/or funds
Monitors daily cash balances of income and principal and ensures the prompt payment of bills, remittances, taxes, etc
Tracks daily transactions as needed
Processes incoming funds received at the bank
Processes and set up one-time or recurring payments
Ensures funds are coded correctly for tax reporting purposes
Works with Wealth Advisors and Trust Officers in the completion of formal account reviews
Prepares for regular audits and follows up on outstanding issues
Maintain account specific compliance and regulatory standards
Performing quality review of new and existing KYC profiles for Bank clients and provide maintenance as needed
Acts as partner to the Banker teams to assist with the KYC renewals process for existing clients
Support the team’s marketing strategy by maintaining marketing materials up to date and if needed help in planning client events and seminars
Assist with on-boarding new members to the team
Maintain risk awareness and regulatory knowledge
Handle miscellaneous operational activities and projects as needed
Qualification
Required
2-4 years of client service experience, preferably in the financial service industry
In-depth knowledge of wealth and banking products
Highly motivated self-starter
Must be proficient in: loan/depository systems
Proficient in Microsoft Word, Excel, and Outlook
Excellent verbal and written communication skills
Strong attention to detail and proven ability to multitask effectively
Excellent interpersonal skills, phone manners and customer service skills are essential
High School Diploma or GED equivalent
Associate's Degree in Business or related field
Bachelor's Degree in Business or related field
An equivalent combination of education and relevant professional experience may be considered in lieu of a degree
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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