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Platform Support Analyst
3 months ago
Collaborates with Portfolio Management teams to process requests for new Platform or existing accounts or best way to transfer assets into the firm
Resolves inquiries and escalates as appropriate
What you will do Assist clients, partner Financial Advisors, Portfolio Manager Teams, and Platform (TAMP) partners with client on-boarding and new account inquiries
Work on daily reports from platform partners to ensure onboarding data accurate and solve for discrepancies in data; troubleshoot issues and follow up with developers on tech problems Open new accounts and process daily Outstanding Actions Report and review KYC/AML for proper onboarding Maintain database that houses all client, Financial Advisor, and partner firm contact information including the processing of all changes partner’s broker dealer and/or RIA changes
Build strong relationship with Platform partners and internal Portfolio Management teams including period meetings Work with internal Client Service teams on ad hoc inquiries throughout the day and provide reporting as needed Work with platform partners and billing team on fee files Take on ad hoc team projects and remediation efforts as needed throughout the year Must-Have* H.S
Diploma Minimum 2 years of experience in the investment management industry Minimum 2 years of experience in using Microsoft Office applications Skills and Knowledge Bachelor’s degree preferred Excellent computer literacy with a proven proficiency in Microsoft Excel, Word and PowerPoint Excellent verbal and written communications skills Compensation Starting base salary: $26.70 - $40.35 per hour
Exact compensation may vary based on skills, experience, and location
This job is eligible for bonus and/or commissions
*To be considered for this position you must meet at least these basic qualifications 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
Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues
Get an inside look at our Benefits and Perks
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank is an equal opportunity employer committed to diversity and inclusion
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal
Since day one we've always gone further than the competition to help our clients, colleagues and community flourish
City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today
City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies
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