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Job Description INVST OPERATIONS SECURITIES SPECIALIST WHAT IS THE ...
Details
Summary
About the job:
OPPORTUNITY? The Securities Specialist will support responsibilities assigned to the Wealth Management Operations team. Banking and Investment Services Division Banking and Investment Services plays an integral role in leading the strategic vision and execution of all banking operations. Our servicing and operations professionals partner closely with all of our lines of business to carry out critical functions, including client/deposit servicing, contact center operations, payments processing, and trade and lending operations,...
Location:
Newark, DE
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
**BUSINESS DEVELOPMENT SPECIALIST** **WHAT IS THE OPPORTUNITY?** Provide ...
Details
Summary
About the job:
business development support to one or more Senior Investment Consultants through the identification of qualified independent Financial Advisors and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these professional advisors to the CNR Private Investment Counseling Service including the CNR portfolio analysis and proposal process (Galaxy Software). Assist the Senior Investment Consultant in developing a network of potential prospects, maintain referral sources,...
Location:
Dallas, TX
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
Career Level / Education:
High school diploma or equivalent
Salary:
Six Figure Jobs (more than $100K)
Certifications / Licenses:
Chartered Financial Analyst
FINRA Series 7
Certified Public Accountant
LPIC-3 304: Virtualization and High Availability
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
Job Description BIS-BANKING SUPPORT OPERATIONS ANALYST WHAT IS THE ...
Details
Summary
About the job:
OPPORTUNITY? The Banking and Investment Banking Support Services Analyst role is designed to develop the technical skills, business acumen, and financial services experience for colleagues interested in entering the financial services industry. The role will provide you with the ability to gain specific and practical experience to learn, contribute, and integrate within City National Bank.Specific roles will include, but not limited to:Client contact centers supporting debit card, credit card, and client service, Client...
Location:
Los Angeles, CA
Job Type:
Full-Time
Permanent
Occupation:
Business Operations Specialists, All Other
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
Job Description ADMINISTRATIVE SPECIALIST WHAT IS THE OPPORTUNITY? This ...
Details
Summary
About the job:
person is responsible for supporting their manager and/or team as designated. This person represents the manager/team to both external and internal clients consistent with the CNB culture of relationship management. They assist in keeping their manager/team informed, with scheduling, reports, agendas, meetings, and other aspects as needed. Often this person is responsible for the coordination of the "office". This coordination may include logistics associated with the conference or meeting rooms, mail, supplies, pc's,...
Location:
Phoenix, AZ
Job Type:
Full-Time
Permanent
Temporary
Occupation:
Executive Secretaries and Executive Administrative Assistants
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
3
Graphic Literacy
4
Workplace Documents
4
Job Description OPERATIONS SPECIALIST II INTERNATIONAL WHAT IS THE ...
Details
Summary
About the job:
OPPORTUNITY? Reconciliation performance and support for lines of business across Banking and Investment Services including Payment Operations, Capital Market Operations, Card Operations, Investment Operations, and others as assigned. Banking and Investment Services Division Banking and Investment Services plays an integral role in leading the strategic vision and execution of all banking operations. Our servicing and operations professionals partner closely with all of our lines of business to carry out critical functions,...
Location:
Newark, DE
Job Type:
Full-Time
Permanent
Occupation:
Business Operations Specialists, All Other
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
Job Description IMPLEMENTATION OPERATIONS REPRESENTATIVE III WHAT IS THE ...
Details
Summary
About the job:
OPPORTUNITY? This colleague will be responsible for setting up business clients on various Treasury Management systems implementations and providing a variety of daily support functions (e.g., reconciling accounts, processing monetary transactions for checks and return items, etc.) and maintenance on their accounts. Responsibilities generally include, but are not limited to, setting up new accounts, researching and resolving client issues, processing transactions (e.g., return items, overdrafts, adjustments, remittance,...
Location:
Los Angeles, CA
Job Type:
Full-Time
Permanent
Occupation:
Business Operations Specialists, All Other
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
DATA QUALITY SPECIALIST WHAT IS THE OPPORTUNITY? The Data Quality Specialist ...
Details
Summary
About the job:
is responsible for the development of the Data Quality strategy, framework, operating model and the ongoing operations of the function and related activities across the Banking and Investment Services organization. Responsibilities are multi-faceted and will include such objectives as establishing data accuracy steps by enrolling various stakeholders, data owners, data stewards and data custodians. Manages remediation of issues, performs data profiling and generates data quality scorecard. Builds a strong data...
Location:
Newark, DE
Job Type:
Full-Time
Permanent
Occupation:
Management Analysts
Career Level / Education:
High school diploma or equivalent
Salary:
High Income Jobs ($80K-$99K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A

Operations Analyst

OPERATIONS ANALYST WHAT IS THE OPPORTUNITY? Provides operational support to ...
Details
Summary
About the job:
the Portfolio Manager Team and Advisors on all asset movement activities. Review, process, and follow up on all inquiries regarding transfer of assets and account maintenance of electronic transfers & check writing. Assist in questions regarding withdraws, contributions, and RMDs on retirement accounts. Monitor retirement accounts toward the end of the year to insure that their RMD has been satisfied. Collaborate with other departments to resolve complex issues as well as act as the liaison between the Portfolio...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Operations Research Analysts
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
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Industry: Professional, Scientific, and Technical Services
Career/Education Level: High school diploma or equivalent
Company Name: City National Bank
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