Unknown Company

Wealth Ops & Client Services Leader

coral gables, fl • Posted 2 weeks ago
Onsite Full Time Financial Advice & Private Banking

City National Bank of Florida is seeking an experienced Wealth Management Services and Operations Manager to lead the Trust and Wealth Administration workflow, ensuring compliance, accuracy, and client service excellence for high-net-worth clients.

You will supervise the Services and Support team, coordinate with front- and back-office partners, and drive strategic initiatives like the U.S. Wealth Project to improve efficiency and service quality.

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Wealth Ops & Client Services Leader in coral gables at Unknown Company

This position is listed as full time and onsite.

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