Client Services Associate - Cleveland, OH

FNB Corporation; Cleveland, Northern (OH, KY); Hybrid; USD 45,000 - 70,000; Full time

Job summary

F.N.B. Corporation is seeking a Client Services Associate in Cleveland, OH to support high-net-worth client relationships and onboarding processes. You will manage client communications, assist with meetings, and handle front-office transaction processing, ensuring accuracy and compliance.

You will coordinate with the sales and operations teams, monitor work queues, and prepare reports for management while upholding risk controls and regulatory requirements.

Qualifications

• 3 years of related experience in client services or banking.
• Experience with high-net-worth clients and onboarding.
• Knowledge of banking operations and regulatory compliance.

Responsibilities

• Client Relationship Management - serve as an additional contact for high-net-worth clients and manage communications.
• Coordinate with sales team to prepare for client meetings, including compiling reports and documentation.
• Perform front office transaction processing, research and maintenance for the regional book of business.
• Review daily activity and work queues; monitor and resolve service issues with internal departments.
• Prepare reports for sales and upper management; assist with client events.

Skills

Excellent customer service

Excellent communication

Organizational skills

Analytical skills

Interpersonal skills

Private Banking

Wealth Management knowledge

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

## Client Services Associate - Cleveland, OHApply: Cleveland, OH: Full time: Posted Today: 2026-02288## Primary Office Location:55 Public Square Suit 105. Cleveland, Ohio. 44113.## **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 skillsExcellent communication skills, both written and verbalExcellent organizational, analytical and interpersonal skillsAbility to use general office equipmentAbility to use a personal computer and job-related softwareMS Word - Basic LevelMS Excel - Intermediate LevelMS PowerPoint - Basic LevelPrivate 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