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New Accounts Analyst
City National Bank - Houston, TX
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 Fi...
New Accounts Analyst
City National Bank - Houston, TX
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 Fi...
Client Relationship Analyst
City National Bank - Houston, TX
If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank. The Opportunity Working as part of a Client Services team, the Client Relationship Analyst (CRA) is responsible for providing client-facing frontline support service to Portfolio Manager (PM) teams. The CRA will act as a lia...
Portfolio Manager
City National Bank - Houston, TX
ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and ...
