Client Services Associate - Charlotte, NC

First National Trust Company; Charlotte (NC); Presencial; USD 45.000 - 65.000; Jornada completa

Descripción de la vacante

F.N.B. Corporation seeks a Client Services Associate to manage high-net-worth client maintenance and onboarding. The role supports private banking or wealth management, coordinating with sales, preparing client reports, and ensuring regulatory compliance.

The position emphasizes accurate processing, proactive communication, and cross-department collaboration to deliver superior service to external and internal clients.

Formación

• Excellent customer service skills.
• 1. Excellent communication skills, both written and verbal.
• 2. Excellent organizational, analytical and interpersonal skills.
• 3. Ability to use general office equipment.
• 4. 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

Responsabilidades

• 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.

Conocimientos

Customer service

Communication (written & verbal)

Organizational skills

Analytical skills

Interpersonal skills

MS Word

MS Excel

MS PowerPoint

Private Banking experience

Wealth Management knowledge

Educación

High School diploma or GED

Herramientas

MS Word

MS Excel

MS PowerPoint

Descripción del empleo

Primary Office Location

401 S Graham St. Charlotte, North Carolina. 28202.

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

High School or GED

Minimum # of Years of Job Related Experience Required

3

Skills Required

• 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

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. A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent.

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