Portfolio Management Client Care Coordinator (Administrator)

City National Bank; New York (NY); On-site; USD 36,000 - 56,000; Full time

Benefits offered by this job

Health coverage

401(k) matching

Tuition reimbursement

Paid time off

Career development

Job summary

City National Bank in New York is seeking a Portfolio Management Client Care Coordinator to support the Portfolio Management Team in delivering exceptional client and business-partner experience.

You will solve client and advisor inquiries related to operations, act as liaison with Client Service teams, ensure data accuracy and regulatory compliance, and assist with webinars, travel planning, and materials distribution.

Qualifications

• H.S. Diploma required.
• Minimum 4 years in a client relationship support capacity.
• Minimum 4 years of computer experience with Word, Excel, Outlook, and PowerPoint.
• Minimum 4 years’ experience working in a professional team environment.
• Bachelor’s Degree or equivalent preferred.

Responsibilities

• Assist PM team to solve client/advisor issues related to operations and logistics.
• Serve as primary PM liaison with Client Service teams including New Accounts, Billing, Performance, and Client Relationship colleagues.
• Ensure partner/client information is accurate and adheres to regulatory and compliance requirements.
• Provide exceptional service to partners/clients to maximize relationship growth and retention.
• Support webinars and partner/client outreach efforts.
• Schedule meetings, create/distribute materials, and assist travel planning and expense reports.
• Assist PM teams in expanding growth opportunities by identifying efficient outreach methods.
• May cover other PM teams occasionally.
• Utilize applications and technology to ensure smooth PM operations.
• Gather information to meet regulatory requirements and request documents from partners/clients.

Skills

Client relationship support

MS Office proficiency

Team collaboration

Education

Bachelor’s Degree or equivalent Preferred

Tools

MS Office (Word, Excel, PowerPoint)

Job description

PORTFOLIO MANAGEMENT CLIENT CARE COORDINATOR

WHAT IS THE OPPORTUNITY?

Coordinates client and operational support to a Portfolio Management Team to deliver exceptional client/business partner experience. Assist the Portfolio Management Team to solve client and advisor issues as it relates to operational and logistical inquiries. Acts as the primary Portfolio Management team liaison with all Client Service teams including New Accounts, Billing, Performance, Client Relationship colleagues. This person may also provide some office management support with regards to office and equipment repairs and maintenance.

WHAT WILL YOU DO?

• Assist the Portfolio Management team to solve client and advisor issues as it relates to Operational and logistical inquires.
• Act as the primary Portfolio Management team liaison with all Client Service teams including New Accounts, Billing, Performance, Client Relationship colleagues.
• Ensures partner/client information is accurate and adheres to regulatory and compliance requirements.
• Provide exceptional service to partners/clients in order to uphold high-quality service to maximize relationship growth and retention.
• Provide support for webinars and partner/client outreach efforts.
• Manage all aspects of maintaining client relationships by providing PMs with support appropriate with established service models for quality and timeliness. This will include active involvement of scheduling meetings, creating and distributing materials, as well as some travel planning and submitting expense reports.
• Assists Portfolio Management team in expanding growth opportunities by identifying efficient ways to reach out to partners/clients.
• May have additional responsibility to occasionally provide coverage to other PM teams.
• Utilizes appropriate applications and technology to ensure smooth operations for the PM teams.
• Assists in gathering information from various sources to adhere to regulatory requirements. Direct contact with partners/clients to request documentation/information.
• May have responsibilities with coordination of the office, such as logistics associated with maintenance of equipment and premises.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• H.S. Diploma
• Minimum 4 years in a client relationship support capacity
• Minimum 4 years of computer experience required (e.g. Microsoft Word, Excel, Outlook, and Powerpoint)
• Minimum 4 years’ experience working in a professional team environment required.

Additional Qualifications

• Bachelor’s Degree or equivalent Preferred
• Excellent verbal and written communication skills.
• Ability to effectively communicate with all levels of Bank personnel and customers.
• Ability to use computer and various software programs including MS Office applications such as Word, Excel, PowerPoint, etc.
• Strong interpersonal and organizational skills with the ability to manage multiple priorities.
• Ability to pay close attention to detail.

WHAT’S IN IT FOR YOU?

Compensation
Starting base salary: $25.93 – $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

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 including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we’ve always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.