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.
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.
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.
City National Bank of Florida