Capital Markets Client Success & Sales Support Analyst

City National Bank; Los Angeles (CA); On-site; USD 72,000 - 115,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition reimbursement

Vacation and sick leave

Career mobility support

Job summary

City National Bank in Los Angeles seeks a Capital Markets Client & Sales Support Analyst to assist with client onboarding, documentation, trade support, and operational processes. Early-career professionals are encouraged to apply.

You will handle onboarding requests, support trade confirmations and settlements, run routine controls and data validation, and maintain records. Training will cover Capital Markets products and systems.

Qualifications

• Bachelor's degree or equivalent in Finance, Economics, Business, or related discipline.
• 1–3 years of experience in finance, banking, operations, or related fields.
• Strong analytical skills and willingness to learn in a fast-paced environment.

Responsibilities

• Assist with client onboarding requests, documentation collection, and completeness checks.
• Support trade execution, confirmations, settlements, and lifecycle events under supervision.
• Perform routine controls, reconciliations, and data validation tasks.
• Respond to internal inquiries and support day-to-day client and sales requests.
• Maintain accurate records, trackers, and documentation.
• Identify and elevate issues, discrepancies, or missing information.
• Learn Capital Markets products, systems, and workflows through hands-on experience and training.

Skills

Analytical skills

Attention to detail

Willingness to learn

Communication skills

Education

Bachelor's Degree or equivalent

Job description

City National Bank in Los Angeles seeks a Capital Markets Client & Sales Support Analyst to assist with client onboarding, documentation, trade support, and operational processes. Early-career professionals are encouraged to apply.

You will handle onboarding requests, support trade confirmations and settlements, run routine controls and data validation, and maintain records. Training will cover Capital Markets products and systems.