Client Relationship Analyst

CLIENT RELATIONSHIP ANALYST

WHAT IS THE OPPORTUNITY?

Working as part of a team, the Client Relationship Analyst (CRA) is responsible for providing operational and administrative support to a Portfolio Manager or team of Portfolio Managers. The CRA will assist with the Portfolio Management team's service delivery processes and solving client and advisor issues as it relates to operational and logistical inquires. They will act as a Portfolio Management team liaison with all Client Service teams including New Accounts, Billing, Performance and Operations. The role is to serve as the intermediary between client, advisors and the Portfolio Management team and is responsible for the efficient and timely completion of tasks and action items that arise.

WHAT WILL YOU DO?

• Assist with the creation and distribution of Portfolio Review Books, including printing and binding of books.
• Distribute Investment Policy statements and Re-allocation Letters.
• Deliver exceptional client service and serve as liaison between clients/advisors, Senior Portfolio Managers, Portfolio Managers, and Associate Portfolio Managers.
• Communicate directly with clients, always in a professional manner, on outstanding items and ongoing client relationship management.
• Lead end-to-end onboarding and maintenance activities for new and existing clients.
• Oversee the maintenance and upkeep of client files and records, ensuring they are in compliance with regulatory requirements and internal policies and procedures.
• Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
• Prepare and review reports on client activity, performance, and other metrics, providing analysis and recommendations as needed.
• Work with all internal and external parties to ensure timely and accurate execution of trades and other transactions.
• Assist with the creation and distribution of Portfolio Review Books, including printing and binding of books.
• Distribute Investment Policy statements and Re-allocation Letters.
• Deliver exceptional client service and serve as liaison between clients/advisors, Senior Portfolio Managers, Portfolio Managers, and Associate Portfolio Managers.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• 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.

Additional Qualifications

• 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. Team player with the ability to collaborate with others
• Highly detail-oriented with superior organizational skills and ability to prioritize tasks. Follow-up to ensure resolution and completion of 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

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $78,970 - $126,140 per year. 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

Get a more detailed look at our Benefits and Perks .

ABOUT US

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.