Talent.com
City National Bank
Client Service Associate IICity National Bank • Los Angeles, CA, US
Client Service Associate II

Client Service Associate II

City National Bank • Los Angeles, CA, US
21 hours ago
Salary
$18.52 hourly
Job type
  • Full-time
Job description

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

Under direct supervision, the Client Service Associate II utilizes intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. The role involves following established procedures to perform routine tasks and receiving general guidance to handle a variety of non-routine tasks with limited decision-making responsibility. Regular interaction with internal and external customers is required to obtain, clarify, or provide facts and information.

The Responsibilities

  • Interact daily on the phone and in person with prospective and existing clients, including handling basic inquiries.
  • Research client and security information through the back-office system.
  • Process and follow up on client documentation for proper maintenance of accounts.
  • Prepare letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
  • Create and maintain records and files.
  • Ensure required client paperwork is current with firm and industry requirements, rules, and regulations.
  • Maintain databases and create reports using portfolio software programs.
  • Assist Financial Advisors with marketing efforts, including seminars.
  • Receive and process securities.
  • Receive cross-training and assist with other operational functions as required.
  • Perform other duties and responsibilities as assigned.

The Qualifications

  • Knowledge of the company's working structure, policies, mission, and strategies.
  • Understanding of general office practices, procedures, and methods.
  • Proficiency in operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
  • Ability to analyze and research account information.
  • Skill in organizing, managing, and tracking multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
  • Effective communication skills, both orally and in writing, with all organizational levels.
  • Proficiency in mathematics sufficient to process account and transaction information.
  • Ability to work independently and provide a high level of customer service.
  • High School Diploma or equivalent and one (1) or more years of securities industry or related work experience preferred, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
  • No licenses or certifications are required for this role.

This is the pay range that Magnit reasonably expects to pay for this position: $18.52/hour - $24.70/hour

Benefits: Medical, Dental, Vision, 401K


QUALIFICATION/LICENSURE
Work Authorization : US Citizen
Preferred years of experience : 1 years
Travel required : No travel required
Shift timings :
Create a job alert for this search

Client Service Associate II • Los Angeles, CA, US

Similar jobs

Client Services Associate

TradeJobsWorkforce90083 Los Angeles, CA, US
Full-time

As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person.Finance to provide... Show more

 • Promoted

Client Services Associate

The TCW GroupLos Angeles, CA, United States
Full-time

The Client Services Associate is responsible for providing exceptional support to clients and their consultants invested in TCW's alternative investment products.This role involves a broad range of... Show more

 • Promoted

Client Associate/Registered Client Associate

RBCBeverly Hills, CA, United States
Full-time

Job Opportunity at RBC Wealth Management.Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.As a Client A... Show more

 • Promoted

Associate, Investment Banking

Palm TreeLos Angeles, CA, United States
Full-time

Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services.Founded in 2010, Palm Tree partners with private equity f... Show more

 • Promoted

Senior Investment Adviser Associate-Client Service

Virtus Investment PartnersLos Angeles, CA, United States
Permanent

Senior Investment Advisor Associate (Client Service).Kayne Anderson Rudnick, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages over $5 billion in asset... Show more

 • Promoted

Associate Director, Residential Mortgage Loan Servicing

ApolloEl Segundo, CA, United States
Full-time

Residential Mortgage Loan Servicing Associate Director.Apollo is a high-growth, global alternative asset manager.In our asset management business, we seek to provide our clients excess return at ev... Show more

 • Promoted

Financial Advisor - Logix Federal Credit Union

LPL FinancialBurbank, CA, United States
Full-time

LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.This employment opportunity at Logix Federal credit Union in Burbank, CA would allow... Show more

 • Promoted

Credit Officer III

Community BankBurbank, CA, United States
Full-time

Exact compensation may vary based on skills, experience and/or education, and location.This position is also eligible for an annual bonus.The Credit Officer III has prior experience and expertise i... Show more

 • Promoted

Associate Analyst, Provider Configuration

Molina HealthcareLong Beach, CA, United States
Full-time

Provides entry level analyst support for provider configuration activities including accurate and timely maintenance of critical provider information on all claims and provider databases.Synchroniz... Show more

 • Promoted

Relationship Manager II

City National BankNorth Hollywood, CA, United States
Full-time

Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients.They wil... Show more

 • Promoted

Associate, Transaction Advisory Services

Portage Point PartnersLos Angeles, CA, United States
Temporary

At Portage Point Partners (Portage Point), you are not a cog in a legacy machine, you are shaping strategy, influencing outcomes and being rewarded for driving impact.Backed by New Mountain Capital... Show more

 • Promoted

Associate - Accounting & Banking Services

Aspiriant LLCLos Angeles, CA, United States
Full-time

Our growing Accounting & Banking Services (ABS) team is part of our Exclusive Family Office group that specializes in helping our high-net-worth clients with their personal and entity accounting.We... Show more

 • Promoted

Associate Client Advocate - Construction

Willis Towers WatsonLos Angeles, CA, United States
Full-time

The Associate Client Advocate is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, o... Show more

 • Promoted

Associate - Investment Banking - Los Angeles

Ducera PartnersLos Angeles, CA, United States
Full-time

Associate - Investment Banking - Los Angeles.Los Angeles, California, United States.Ducera Partners is a leading, independent investment banking and strategic advisory firm.We take a collaborative,... Show more

 • Promoted

Associate, Institutional Client Group (APAC)

CIM GroupLos Angeles, CA, United States
Full-time

Institutional Client Associate.CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer.Our team of experts works together to identify and create value in re... Show more

 • Promoted

Associate, Private Equity

Ares ManagementLos Angeles, CA, United States
Full-time

Ares Private Equity Partner-Track Role.Ares Private Equity flagship corporate opportunities strategy pursues investments in growth-oriented middle market companies in North America and Europe.Our s... Show more

 • Promoted

Senior Investment Adviser Associate-Client Service

Kayne Anderson Capital AdvisorsLos Angeles, CA, United States
Permanent

Senior Investment Advisor Associate (Client Service).Kayne Anderson Rudnick, headquartered in Los Angeles, is a well-respected wealth and asset management firm that manages over $5 billion in asset... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Beverly Hills, CA (area)

JPMorgan ChaseBurbank, CA, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more

 • Promoted

Private Client Manager II

Bank of AmericaLos Angeles, CA, United States
Full-time

Bank Of America Private Bank Position.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsib... Show more

 • Promoted

Associate - Accounting & Banking Services

AspiriantLos Angeles, CA, United States
Full-time

Our growing Accounting & Banking Services (ABS) team is part of our Exclusive Family Office group that specializes in helping our high-net-worth clients with their personal and entity accounting.We... Show more