New Accounts Analyst

City National Bank

Grand Central, Manhattan$74,413 - $74,413 est.Full-timePosted 9h ago
*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. …

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Who is hiring for New Accounts Analyst at City National Bank?+
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