Client Service Operations Associate at New York

Job Description

Exempt/Non Exempt: Non-Exempt

Regular/Temporary: Regular

Shift: Day

Work Schedule: M-F, 9-6

City National Rochdale is an established, dynamic, investment management firm located in midtown Manhattan, specializing in portfolio management for high-net worth individuals, families, and foundations. We are focused on successful, long-term client relationships and we invest globally for a nationwide client base of high net worth individuals and institutions. As a firm of over 180 professionals, we provide clients with a truly unique investment counseling and portfolio management service that relates all portfolio decisions to each clients personal benchmark.We have an immediate opportunity for an articulate, detail-oriented, self-motivated individual in our Client Service Department to handle scheduling of client portfolio reviews and daily operations, client requests and producing various reports. Qualifications*:Bachelors degree, (Accounting, Business, Finance preferred)Experience with an investment management firm, hedge fund, or Broker Dealer is valued but not required. Series 7 is preferred, but not requiredExcellent computer skillsThis is an excellent ground floor/entry level opportunity for an aggressive individual that wants to learn how broker dealer and investment management firms operate. Our ideal candidate will be proactive, goal-oriented and possess a can-do attitude. If you are looking to hide in a cubicle or punch a time clock, do not apply for this position. However, if you have a desire to build a career in an organization where every individual is valued, we look forward to hearing from you.We offer a competitive salary, excellent benefits and a great environment for building a career. *Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.Equal Opportunity/Affirmative Action Employer, M/F/D/VNote: This 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 Rochdale does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.

Job Requirements

 
Country: USA, State: New York, City: New York, Company: City National Bank.