Private Banking Client Services Specialist

F.N.B. Corporation; Cleveland (OH); Vor Ort; USD 42.000 - 60.000; Vollzeit

Zusammenfassung

F.N.B. Corporation is seeking a Client Services Associate to provide exceptional service to existing high net worth clients and manage onboarding for new relationships. The role emphasizes strict adherence to procedures and regulatory compliance within Private Banking or Wealth Management.

You will serve as a point of contact, coordinate with the sales team for client meetings, and support reporting and events. A strong focus on risk management and accuracy is expected in daily activities.

Qualifikationen

• High School or GED required.
• 3 years of job-related experience required.
• Private Banking - NMLS is required.

Aufgaben

• Client Relationship Management - serve as an additional contact for high net worth clients; coordinate with sales for meetings and reports.
• Front office transaction processing, research and maintenance for the regional book of business.
• Monitor and resolve service issues with internal departments (compliance, operations).
• Prepare reports for sales and upper management; assist with client events.
• Perform other related duties and projects as assigned.

Kenntnisse

Customer service

Communication

Organizational

Interpersonal

Office equipment

PC & software

Private Banking

Wealth Management

Ausbildung

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Jobbeschreibung

F.N.B. Corporation is seeking a Client Services Associate to provide exceptional service to existing high net worth clients and manage onboarding for new relationships. The role emphasizes strict adherence to procedures and regulatory compliance within Private Banking or Wealth Management.

You will serve as a point of contact, coordinate with the sales team for client meetings, and support reporting and events. A strong focus on risk management and accuracy is expected in daily activities.