High Net Worth Client Services Associate

First National Trust Company; United States; On-site; USD 45,000 - 60,000; Full time

Job summary

F.N.B. Corporation in Cleveland, Ohio is seeking a Client Services Associate to manage general client maintenance and onboarding for new relationships within Private Banking or Wealth Management.

The role delivers high‑quality service to high net worth clients, adheres to procedures and regulatory requirements, and supports the advisory teams with reports and client events. Key competencies include excellent customer service, communication, organization and collaboration with compliance,

Qualifications

• 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

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.

Skills

Customer service

Communication

Organizational skills

Analytical skills

Interpersonal skills

Office equipment

Personal computer software

MS Word

MS Excel

MS PowerPoint

Private Banking experience

Wealth Management experience

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

F.N.B. Corporation in Cleveland, Ohio is seeking a Client Services Associate to manage general client maintenance and onboarding for new relationships within Private Banking or Wealth Management.

The role delivers high‑quality service to high net worth clients, adheres to procedures and regulatory requirements, and supports the advisory teams with reports and client events. Key competencies include excellent customer service, communication, organization and collaboration with compliance,