Client Services Associate - Charlotte, NC

First National Bank; Charlotte (NC); Presencial; USD 50.000 - 70.000; Jornada completa

Descripción de la vacante

First National Bank in Charlotte, NC seeks a Client Services Associate to support high-net-worth clients, onboarding, and ongoing relationship management. You will coordinate with sales for client meetings, prepare related reports, and ensure regulatory compliance in daily operations.

The role emphasizes accurate service delivery, effective communication, and teamwork across advisory units. A strong background in private banking and wealth management is preferred.

Formación

• High School or GED required.
• 3+ years of job-related experience.
• Excellent customer service and written/verbal communication skills.
• Familiarity with private banking and wealth management operations.

Responsabilidades

• Client relationship management for high net worth clients and onboarding.
• Coordinate with sales team for client meetings, reports and documentation.
• Front office transaction processing, research and maintenance.
• Monitor and resolve service issues with internal departments.
• Prepare reports for sales and management and assist with client events.
• Other duties as assigned; act as risk-aware for the business.

Conocimientos

Customer service

Communication

Interpersonal skills

Organizational skills

Analytical skills

Office equipment

PC & software

MS Word

MS Excel

MS PowerPoint

Private Banking

Wealth Management

Educación

High School or GED

Herramientas

MS Word

MS Excel

MS PowerPoint

General banking software

Descripción del empleo

Primary Office Location: 401 S Graham St. Charlotte, North Carolina. 28202.

Join our team. Make a difference - for us and for your future.

Position Title: Client Services Associate

Business Unit: Multiple

Reports to: Varies by Assignment

Position Overview

This position is primarily responsible for general client maintenance and service for existing high net worth clients as well as the on-boarding process for establishing new relationships.The incumbent provides the highest quality of service to every client, both external and internal, all while ensuring strict adherence to procedures and regulatory compliance.This position is a key role within the Advisory Businesses, either for Private Banking or Wealth Management.

Primary Responsibilities

Client Relationship Management - Serve as an additional point of contact for high-net-worth clients. Proactively manage client communications, ensuring timely responses and follow-ups. Coordinate with sales team to prepare for client meetings, including compiling reports and documentation.

Performs front office transaction processing, research and maintenance for the regional book of business. Reviews and acts on daily activity and work queues.

Monitor and resolve service issues, often involving coordination with internal departments (e.g., compliance, operations).

Prepares reports as needed for sales team members and upper management and helps to coordinate client events.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

3

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent customer service skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Ability to use general office equipment

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Intermediate Level

MS PowerPoint - Basic Level

Private Banking - Experience with bank consumer, commercial products and operations and government banking regulations
Wealth Management - Experience in trust accounting systems, and knowledge of banking and trust policies and procedures

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

Private Banking - NMLS is required

Physical Requirements or Work Conditions Beyond Traditional Office Work:

N/A

Equal Employment Opportunity (EEO):

It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.