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At City National, we are constantly in search of experienced, client service oriented professionals who want to become a part of our team and make a difference.

Operations Analyst

Job ID WMS-10137 CityNew York StateNew York Exempt/Non ExemptNon-Exempt ShiftDay Work ScheduleM-F 9-6

This colleague will be responsible for providing support to the PM team and advisors on all things regarding asset movement. Review, process, and follow up on all inquiries regarding transfer of assets and account maintenance of electronic transfers & check writing. Assist in questions regarding withdraws, contributions, and RMDs on retirement accounts. Monitor retirement accounts toward the end of the year to insure that their RMD has been satisfied. Collaborate with other departments to resolve complex issues as well as act as the liaison between the PM team and our clearing firm. Manage all outgoing transfers by notifying the PM team and SIC, monitor the process of the transfer, handle any potential issues with the transfer by acting as the intermediary between the receiving and delivering broker dealer, and see that the account is properly closed and archived from our database.


  • *High School Diploma or GED required.
  • *Minimum 3 years of experience in a financial related industry.
  • *Minimum 4 years of experience in using Microsoft Office applications.
  • Bachelor's Degree in Business, Finance, Economics or related area preferred.
  • 3 to 5 years of experience in a broker dealer or investment industry preferred.
  • FINRA Series 7 license.
  • Excellent verbal and written communications skills.
*Represents the basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.

City National Bank is an Equal Opportunity Employer -- Minorities/Females/Individuals with Disabilities/Veterans.

Note: The Preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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  • Wealth Management, New York, New York, United StatesRemove