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Full-time
bachelor degree
Medical Insurance, Dental Insurance, Vision Insurance, 401(k) Company Matching, Tuition Reimbursement, Upskilling And Training Resources
Posted 1d ago
Apply by Jun 26
~40 hrs/week
Responsibilities
The analyst manages the client on-boarding process and collaborates with Portfolio Management teams to process new account requests and asset transfers. They are responsible for preparing paperwork across various platforms and maintaining a comprehensive contact database.
Requirements
Candidates must have a Bachelor's degree and at least two years of experience in the investment management industry. Proficiency in Microsoft Office applications and strong communication skills are required.
Full job description
NEW ACCOUNTS ANALYST
WHAT IS THE OPPORTUNITY?
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 or existing accounts or best way to transfer assets into the firm. Resolves inquiries and escalates as appropriate
WHAT WILL YOU DO?
Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding and new account inquiries.
Prepare paperwork of all new accounts coming in through various legacy platforms (Rochdale and CNAM) as well as for the mid-net-worth platform, Symphonic Financial Advisors.
Open new accounts and process daily Outstanding Actions Report.
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.
WHAT DO YOU NEED TO SUCCEED?
Required Qualifications
Bachelor's Degree or equivalent
Minimum 2 years of experience in the investment management industry
Minimum 2 years of experience in using Microsoft Office applications
Additional Qualifications
Excellent computer literacy with a proven proficiency in Microsoft Excel, Word and PowerPoint
Excellent verbal and written communications skills
WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
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
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
City National Bank Member FDIC. A subsidiary of Royal Bank of Canada.
Industry
Banking
Company size
1,001-5,000 employees
Founded
1954
Headquarters
Los Angeles, CA
LinkedIn followers
73,415
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $106 billion in client investment assets. City National is dedicated to strengthening communities, and in 2024 alone, the company made charitable contributions of nearly $10 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
Offices: 555 South Flower St., Los Angeles, CA 90071, US
Private bankingSmall and mid-size business bankingEntertainmentCommercial real estateHealthcareTechnologyEquipment leasing & financeWealth managementFranchise financingLegal
City National Bank Member FDIC. A subsidiary of Royal Bank of Canada.
Industry
Banking
Company size
1,001-5,000 employees
Founded
1954
Headquarters
Los Angeles, CA
LinkedIn followers
73,415
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $93 billion in assets as of July 31, 2025. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $106 billion in client investment assets. City National is dedicated to strengthening communities, and in 2024 alone, the company made charitable contributions of nearly $10 million in charitable contributions to nonprofits that support the communities it serves.
*City National Bank does business in Miami and the state of Florida as CN Bank.
Offices: 555 South Flower St., Los Angeles, CA 90071, US
Private bankingSmall and mid-size business bankingEntertainmentCommercial real estateHealthcareTechnologyEquipment leasing & financeWealth managementFranchise financingLegal