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City National Bank

Provides banking, investment, and trust services

Investment Service Associate Senior

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeLos Angeles, CA, USAIn-person

About the Job

Requirements

  • A bachelor's degree or equivalent is required.
  • At least 3 years of experience in an investment management or trust environment is required.
  • At least 2 years of experience in a financial services organization is required.
  • At least 2 years of experience with Microsoft Office, including Word, Excel, PowerPoint, and Outlook, is required.
  • Excellent organizational and problem-solving skills are required.
  • Proficiency with Microsoft Office, including Word, Excel, PowerPoint, and Outlook, is required.
  • Excellent verbal and written communication skills are required.

Responsibilities

  • Work with Investment Services Managers to manage the overall relationship of assigned managed agency accounts.
  • Represent Wealth Management in business activities and maintain contacts with clients, administrators, trustees, co-trustees, beneficiaries, attorneys, and others regarding accounts.
  • Work closely with portfolio managers, advisors, and others to provide high-quality service and ensure compliance with statutory requirements.
  • Process fund transfers, wires, checks, transfers to and from City National bank accounts, and ACH transactions.
  • Administer IRAs.
  • Prepare client portfolio review books for advisors.
  • Process client account maintenance requests.
  • Handle ad hoc requests, including requests for statements, 1099s, and copies of trade confirmations.
  • Assist Investment Services Managers with the annual confirmation of investment objectives.
  • Assist Investment Services Managers with compliance reports, including anticipated fees, investment change verification, zero-balance accounts, and accounts not scheduled for events.
  • Prepare custom client reporting.
  • Follow the appropriate Regulation 9 process.
  • Maintain required training and continuing education for internal programs and external licenses and certifications.
  • Comply with regulatory requirements established by the Office of the Comptroller of the Currency, external and internal auditors, and the WMS Compliance Officer.
  • Ensure trust policies and procedures align with division and bank objectives.

Desired Qualifications

  • Experience with SEI’s Trust 3000 Trust Accounting System is preferred.
  • A bachelor's degree in Business, Finance, or a related area is preferred, or equivalent 1 to 3 years of work experience.

About the Company

City National Bank

Provides banking, investment, and trust services

City National Bank provides personalized banking, investment and trust services to individuals and businesses, with $93 billion in assets and $106 billion in client assets under management or administration. It offers traditional banking, wealth management and fiduciary services through branches and private banking relationships across markets in California, New York, Tennessee, Georgia, Delaware, Nevada, Washington, D.C., and Miami (as CN Bank). The bank distinguishes itself with a strong local footprint, close integration with its parent Royal Bank of Canada, and a history of community giving, including nearly $10 million donated in 2024. Its goal is to help clients grow and protect their wealth while supporting the communities it serves and expanding its market reach through trusted advisory services.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Los Angeles, CA
Founded
1953

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