Senior Wealth Management Client Services Lead
Listed on 2026-11-04
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Finance & Banking
Wealth Management, Banking & Finance
City National Bank is seeking a Wealth Management Services Specialist Senior in Florida to support Wealth Advisors and Trust Officers with onboarding, account maintenance, and client service. The role emphasizes compliance, operations, and client communications to ensure a smooth experience.
You will assist with cash/non-cash movements, preparation of client reports, and maintenance of CRM data while coordinating with teams to meet client needs and regulatory requirements.
This role, Senior Wealth Management Client Services Lead at City National Bank, could be your next career step.
We have an opening for a Senior Wealth Management Client Services Lead in Torch of Friendship, FL, United States within Finance, Sales.
This role, Senior Wealth Management Client Services Lead at City National Bank, could be your next move.
Are you ready to take on the Senior Wealth Management Client Services Lead role at City National Bank?
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