• Lead Client Services Officer

    City National Bank (Los Angeles, CA)
    …representatives on City National Securities products and systems. Provide middle office support to Financial Advisors, Investment Relationship Officers, Assistant ... years of Customer Service or Operational experience at a Broker Dealer * 5 or more years of management...Maintain a strong working knowledge of current economic and market events and their impact on various investment vehicles.… more
    City National Bank (08/07/25)
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