Wealth Management Services Specialist

City National Bank of Florida

. Partner with Wealth Advisors and Trust Officers on portfolio analysis, account creation and maintenance, and client/prospect meeting preparation .

Posted 10/22/2026full-timeCoral Gables • Florida • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client service within the financial services industry, with strong proficiency in loan and depository systems, Microsoft Office Suite, and compliance standards. Capable of managing client accounts, preparing reports, and ensuring accurate financial transactions while maintaining high levels of customer satisfaction.

Highest-signal resume keywords

Client Service ExperienceWealth And Banking Products KnowledgeProficiency In Loan/Depository SystemsMicrosoft Office Suite ProficiencyAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account Creation And MaintenanceData Input Into Financial Planning ToolsTransaction TrackingKYC Profile MaintenanceFinancial Reporting

Soft Skills

Excellent Verbal And Written CommunicationStrong Interpersonal SkillsCustomer Service SkillsMultitasking AbilityMotivated Self-Starter

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft OutlookContact Management Systems

Certifications & Qualifications

High School DiplomaGED Equivalent

Industry Keywords

Financial ServicesClient RetentionCompliance StandardsOperational ActivitiesClient Events And Seminars

About the role

Key responsibilities & impact

Partner with Wealth Advisors and Trust Officers on portfolio analysis, account creation and maintenance, and client/prospect meeting preparation
Educate clients on account services, statements, online services, and paperless options
Provide customer service to promote client retention
Collect documentation and process new accounts, account closures, changes, and service requests
Input data into financial planning tools and orders into appropriate systems
Prepare client reports, meeting materials, and senior management reports
Maintain contact management systems and client account files
Prepare client correspondence and respond to telephone inquiries
Coordinate release of information and funds with Trust Officers and Wealth Advisors
Monitor daily cash balances and ensure prompt payment of bills, remittances, and taxes
Track transactions, process incoming funds, and set up one-time or recurring payments
Ensure funds are coded correctly for tax reporting
Support formal account reviews, audits, compliance, and regulatory standards
Review and maintain KYC profiles and support KYC renewals
Maintain marketing materials and assist with client events and seminars
Assist with onboarding new team members
Handle operational activities and projects as needed

Requirements

What you’ll need

2–4 years of client service experience, preferably in the financial service industry
In-depth knowledge of wealth and banking products
Highly motivated self-starter
Proficiency in loan/depository systems
Proficiency in Microsoft Word, Excel, and Outlook
Excellent verbal and written communication skills
Strong attention to detail and proven ability to multitask effectively
Excellent interpersonal skills, phone manners, and customer service skills
High School Diploma or GED equivalent required
An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree

Benefits

Comp & perks

Equal Opportunity Employer
Reasonable accommodations for interviews in accordance with applicable law