Investment Relationship Officer

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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401(k) match

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Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

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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

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