- City National Bank (Newark, DE)
- …appropriate WHAT WILL YOU DO? * Assist clients, partner Financial Advisors, Sr. Investment Consultant and Portfolio Manager Teams with client on-boarding and new ... Report. * Maintain database that houses all client, Financial Advisor , and partner firm contact information including the processing...the processing of all changes partner's broker dealer and/or RIA changes. WHAT DO YOU NEED TO SUCCEED? *Required… more