Wealth Management Services Specialist Senior
City National Bank of FloridaMiami, Florida, United States
Posted September 8, 2025
Full Time
About the Company
City National Bank of Florida is a leading financial institution founded in 1954, offering comprehensive banking services including private, small and mid-size business banking, wealth management, and investment solutions through City National Securities. With a commitment to diversity, equity, and inclusion, the bank provides brokerage, leasing, and software solutions while prioritizing client relationships and community growth.
Job Description
This Wealth Management Services Specialist Senior role focuses on enhancing client experience and providing operational support to Wealth Advisors and Trust Officers. The position involves client account servicing, administrative tasks, KYC processes, compliance, and general operational duties. The role supports account opening, fund transfers, and client reports.
Requirements
- Partner with Wealth Advisors and Trust Officers
- Collect documentation for account setup
- Process account service requests and ensure proper documentation
- Maintain client account files
- Assist with client reports and creating reports for senior management
- Maintain up to date key client information
- Process money moves, ensuring funds are coded correctly
- Coordinate fund releases and transactions
- Monitor cash balances and manage bills