Investment Ops Specialist: New Accounts & Maintenance

Posted yesterday

city national bankLos Angeles (CA)

Financial Clerks, All Other Savings Institutions and Other Depository Credit Intermediation

SENIORITY

Mid

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About the role

City National Bank seeks an Investment Operations Securities Specialist for New Accounts and Account Maintenance within Wealth Management Operations. You will liaise with SEI Private Trust Company/National Financial Services to support onboarding and ongoing account activities. Responsibilities include reviewing records and client agreements, assigning Trust account numbers, archiving documents, and processing mail and checks.

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