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

Working as part of a Client Services team, the Client Relationship Analyst (CRA) is responsible for providing client-facing frontline support service to Portfolio Manager (PM) teams.

The CRA will act as a liaison between PM teams and other Client Service teams primarily: Billing, New Accounts, Operations, and Performance.

The CRA is responsible for efficient, effective, and timely completion of tasks to meet PM and client requests while creating an exceptional client experience for our PMs, the financial advisors they serve, and the clients who hire us to manage their wealth.

The Opportunity

• Monitor, review, respond to, and resolve service requests using Salesforce for workflow queue management.
• Communicate directly and consistently with clients, always in a professional manner; listening, understanding what they’re asking, acknowledging their request, keeping them informed of our progress toward resolution, and acknowledging resolution when their request is completed.
• Communicate and cooperate with colleagues to accomplish what needs to be done; Associate Portfolio Managers, PMs, Client Care Coordinators, and partners in Billing, New Accounts, Operations, Performance and on occasion Audit, Compliance, Legal, Risk, Sales, and Management.
• Use third-party and in-house system applications to access information, documents, and platforms needed to execute day-to-day responsibilities and ad hoc tasks.
• Prepare, review, and distribute reports necessary to conduct business, meet in-house and regulatory requirements, and manage risk.
• Work in a Risk Aware environment on alert to identify, escalate, and mitigate risk to protect RBC Rochdale and our clients from financial, legal, regulatory, and reputational risk.
• Interact with banks, depositories, financial advisors, broker-dealers, and global custodians.
• Maintain absolute confidentiality of client information.
• Participate in and contribute to the completion of ad hoc projects.

The Responsibilities

• Bachelor's Degree or equivalent
• Minimum 3 years experience in client service, banking operations or relationship management support required.
• Minimum 3 years experience in a banking or financial services environment required.
• Minimum 2 years of experience with bank products and services (eg. deposits, wealth management, cash management, international, etc.) required.
• FINRA Series 7 and 63 (or 65 and 66) preferred.
• Experience in investment management operations/financial services industry.
• Excellent communication, presentation and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
• Strong analytical and problem-solving skills, with the ability to identify and address client needs and concerns.
• Ability to work independently and as a part of a team, with a proactive and results-driven approach. Team player with the ability to collaborate with others.
• Highly detail-oriented with superior organizational skills and ability to prioritize tasks. Follow-up to ensure resolution and completion of tasks.
• Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
• Thorough and detailed knowledge of bank operations and understanding of risk management and compliance policies and procedures, as well as regulatory requirements

This is the pay range that Magnit reasonably expects to pay for this position: $24.16/hour - $25.90/hour

Benefits: Medical, Dental, Vision, 401K