• New Accounts Associate IV

    City National Bank (New York, NY)


    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*

     

    The New Accounts Associate IV 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

     

    *The Responsibilities*

    * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding and new account inquiries.

    * Prepare paperwork of all new accounts coming in through various legacy platforms (Rochdale and CNAM) as well as for the mid-net-worth platform, Symphonic Financial Advisors.

    * Open new accounts and process daily Outstanding Actions Report.

    * Maintain database that houses all client, Financial Advisor, and partner firm contact information including the processing of all changes partner's broker dealer and/or RIA changes.

    * Collect information from third parties and transcribe to CNB systems and enter manually into system records, collect signatures and then open accounts

    * Data entry from pdfs into spreadsheets and Salesforce

    *The Qualifications*

    * Excellent computer literacy with a proven proficiency in Microsoft Excel, Word and PowerPoint Excellent verbal and written communications skills

    * Bachelor's Degree or equivalent

    * Minimum 2 years of experience in the investment management industry

    * Minimum 2 years of experience in using Microsoft Office applications

     

    This is the pay range that Magnit reasonably expects to pay for this position: $47.77/hour - $51.21/hour

    Benefits: Medical, Dental, Vision, 401K

    *QUALIFICATION/LICENSURE*

    *Work Authorization :* Green Card, US Citizen, Other valid work visa

    *Preferred years of experience :* 2 years

    *Travel required :* No travel required

    *Shift timings :*