City National Bank · 23 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, providing personalized investment portfolios for high-net-worth clients. The Client Relationship Analyst will support Portfolio Manager teams by acting as a liaison and ensuring exceptional client experiences through effective communication and task management.
BankingFinanceFinancial Services
Responsibilities
Monitor, review, respond to, and resolve service requests using Salesforce for workflow queue management
Communicate directly and consistently with clients, always in a professional manner; listening, understanding what they’re asking, acknowledging their request, keeping them informed of our progress toward resolution, and acknowledging resolution when their request is completed
Communicate and cooperate with colleagues to accomplish what needs to be done; Associate Portfolio Managers, PMs, Client Care Coordinators, and partners in Billing, New Accounts, Operations, Performance and on occasion Audit, Compliance, Legal, Risk, Sales, and Management
Use third-party and in-house system applications to access information, documents, and platforms needed to execute day-to-day responsibilities and ad hoc tasks
Prepare, review, and distribute reports necessary to conduct business, meet in-house and regulatory requirements, and manage risk
Work in a Risk Aware environment on alert to identify, escalate, and mitigate risk to protect RBC Rochdale and our clients from financial, legal, regulatory, and reputational risk
Interact with banks, depositories, financial advisors, broker-dealers, and global custodians
Maintain absolute confidentiality of client information
Participate in and contribute to the completion of ad hoc projects
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
Highly detail-oriented with superior organizational skills and ability to prioritize 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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2025-11-08
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