Description
CAPITAL MARKETS CLIENT AND SALES SUPPORT ASSOCIATE
WHAT IS THE OPPORTUNITY? The Client & Sales Support Associate supports Capital Markets businesses by executing core client and sales support activities across assigned products. This role serves as a senior execution resource, handling more complex requests, supporting junior team members, and partnering closely with the Lead to ensure smooth day-to-day operations.
WHAT WILL YOU DO?
- Support client onboarding, documentation review, trade execution support, and lifecycle events for assigned Capital Markets products.
- Act as a point of contact for Sales, Trading, Relationship Managers, and internal partners on client and transaction-related matters.
- Handle complex or non-standard client requests and issue resolution.
- Review documentation and ensure completeness, accuracy, and adherence to internal policies.
- Support control execution, including checklists, approvals, reconciliations, and issue tracking.
- Assist with process documentation, training, and onboarding of Analysts.
- Escalate issues, risks, and process gaps to the Lead in a timely and structured manner.
- Participate in change initiatives, new process implementation, and system enhancements.
WHAT DO YOU NEED TO SUCCEED? Required Qualifications*
- Bachelor's Degree or equivalent in Finance, Economics, Business, or a related discipline
- 4–7 years of experience in Capital Markets, Middle Office, Operations, or Client Support.
- Solid understanding of Capital Markets products and transaction workflows.
- Strong attention to detail and risk awareness.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong communication and stakeholder management skills.
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
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.
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