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Investment Relationship Officer

CNB Financial CORP - Los Angeles, California

Posted May 5, 2026

Benefits

Parental leave
Not verified
Non-birth-parent leave
Not verified
Family-building benefits
  • Fertility benefits: Offered Verified - from the job posting source checked Jun 20, 2026
  • Adoption assistance: Not verified
  • Surrogacy assistance: Not verified
Mental health support
Not verified
Relocation assistance
Not verified
Childcare support
Not verified
Learning budget
Offered Verified - from the job posting source checked Jun 20, 2026
Verification
Not verified
Salary
$72K-$115K Verified - from the job posting source checked Jun 20, 2026
401(k) match
Reported not verified - source not recorded; source URL not recorded; timestamp not recorded

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Market context

U.S. role benchmark (BLS OEWS)
$78,856 U.S. median for this role
Projected growth (BLS Employment Projections)
+0.8% - Slower

18% above the BLS role benchmark for customer success aggregate.

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type
Not verified
Weekend work
Not verified

Company

Equity
Offered Verified - from the job posting source checked Jun 20, 2026

Application

Cover letter
Not verified
Assessment
Not verified
Deadline
Not stated

Where they hire

State eligibility is not yet verified.

About this role

Investment Relationship Officer Los Angeles, California INVESTMENT RELATIONSHIP OFFICER WHAT IS THE OPPORTUNITY? Assist Financial Advisors by providing day to day client support and operational service on all CNS Investment Advisory Program and client-directed accounts, to affluent individuals and their families within the Bank's Personal and Business Banking Group. Provide account maintenance and oversight and provide clients with accurate, timely and extensive information to ensure quality service and client retention. Cultivate and maintain on-going client relationships by introducing and cross selling other financial products and services. Must be able to communicate effectively and professionally with clients and Bank colleagues of all levels and in a variety of settings. WHAT WILL YOU DO? Investment Advisory Program Account Administration Open Investment Advisory Program accounts and work directly with clients, Financial Advisors, CNS Investment Operations and CNB Trust Operations to open, fund, and provide ongoing support and service. Ensure all CIP and KYC requirements are complete. Prepare all new account documents, account transfers (acats), DTC delivery of securities, money movements including cash disbursements and deposits, wires, IRA distributions, and contributions, and all regulatory correspondence. Review daily reporting (i.e., overdrafts, uninvested cash, fee maintenance, etc) and ensure reporting and coding updates when policy and procedures change. Prepare all required SEC 17AC3-4(books and records) documents, letters, and correspondence needed for Program accounts. Complete annual administrative reviews. Review quarterly performance reports, investment objectives, current suitability on file and the Investment Policy statement to assist Financial Advisors to meet SEC requirements for annual investment reviews. Prepare operational

Read the full description at careers-cnb.icims.com. FewerJobs shows a preview and links to the original posting.

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Apply link not verified; last alive Jun 13, 2026.

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