Client Services Associate II for Financial Advisors

First National Bank; Monroeville (Allegheny County); On-site; USD 52,000 - 76,000; Full time

Job summary

First National Bank is seeking a Relationship Associate 2 to support Financial Advisors by handling client-facing tasks, processing account materials, and coordinating service delivery. The role emphasizes accurate documentation, proactive client contact, and timely execution of transactions.

Ideal candidates will have an Associates degree, 3 years of related experience, and relevant licenses or registrations. Strong communication, organizational, and customer service skills are essential.

Qualifications

• Associates degree required.
• 3 years of related experience required.
• Life/Health licenses & FINRA registrations preferred.

Responsibilities

• Assist Financial Advisors with client-facing opportunities and business development.
• Review and submit documentation for new and existing accounts; ensure accuracy.
• Maintain records for all transactions and initiate Redtail Workflow.
• Proactively contact clients to support service and retention efforts.
• Ensure compliance training and required continuing education are completed on time.

Skills

Project management

Communication

Organizational skills

Customer service

Problem solving

Education

Associates

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank is seeking a Relationship Associate 2 to support Financial Advisors by handling client-facing tasks, processing account materials, and coordinating service delivery. The role emphasizes accurate documentation, proactive client contact, and timely execution of transactions.

Ideal candidates will have an Associates degree, 3 years of related experience, and relevant licenses or registrations. Strong communication, organizational, and customer service skills are essential.