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Wealth Management Client Services Lead
Job in
Coral Gables, Miami-Dade County, Florida, 33114, USA
Listed on 2026-07-08
Listing for:
City National Bank (CNB)
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
City National Bank (CNB) is looking for a Wealth Management Services Specialist Senior in Coral Gables, Florida. In this role, you will enhance the client experience through comprehensive operational and client service support in the Wealth Management Department. Key responsibilities include onboarding new clients, maintaining client accounts, and supporting Wealth Advisors.
This position requires 2-4 years of client service experience, preferably in financial services, and a strong knowledge of wealth and banking products. A High School Diploma or equivalent is required.
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