Relationship Associate 2: Client Growth & Service

FNB Corporation; Pittsburgh (Allegheny County); On-site; USD 50,000 - 70,000; Full time

Job summary

F.N.B. Corporation's Pittsburgh office is seeking a Relationship Associate 2 to support Financial Advisors by handling account servicing, documentation reviews, and client communications.

You will process paperwork, initiate Redtail workflows, and help expand wallet share while maintaining compliance and ongoing education. Candidates should have Associates, 3 years related experience, and FINRA licenses; strong organizational and communication skills are essential.

Qualifications

• Associates degree required; 3 years related experience preferred.
• Licensure and registrations in banking/securities required.
• Strong written and verbal communication, and client service focus.

Responsibilities

• Assist Financial Advisors with client servicing and documentation.
• Review and submit new and existing account paperwork for accuracy.
• Initiate Redtail workflows to ensure timely transaction use.
• Maintain compliant client files and ongoing education records.

Skills

Project management

Communication

Organizational skills

Analytical skills

Interpersonal skills

Customer service

MS Word

MS Excel

MS PowerPoint

Education

Associate degree

BA or BS preferred

Tools

Redtail CRM

Job description

F.N.B. Corporation's Pittsburgh office is seeking a Relationship Associate 2 to support Financial Advisors by handling account servicing, documentation reviews, and client communications.

You will process paperwork, initiate Redtail workflows, and help expand wallet share while maintaining compliance and ongoing education. Candidates should have Associates, 3 years related experience, and FINRA licenses; strong organizational and communication skills are essential.