Relationship Associate 2- Pittsburgh, PA

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

**Position Title:** Relationship Associate 2**Business Unit:** WM - FNIS**Reports to:** Varies Based on Assignment**Position Overview:**This position is responsible for assisting the assigned Financial Advisors with the objective of maximizing the FA's time spend in client facing business opportunities. The CSR2 provides an enhanced level of support in line with their experience, licensing and securities registration. The CSR2 partners with their assigned FAs in the development and execution of the FAs business practice model designed to (1) provide the highest quality of service to every client and (2) maintain consistent, pro-active client contact.**Primary Responsibilities:**Reviews documentation for new account and existing account servicing transactions for completeness and accuracy. Submits documentation for processing and sales review. Maintains appropriate records required for all transactions. Initiates Redtail Workflow to follow through to confirm all elements of a transaction are successfully implemented in a timely manner.Interacts independently with customers regarding service issues and provides advice and follow up within the scope of authority, licensing and registration, and abilities to resolve account maintenance and service issues. May independently take and enter unsolicited trade order instructions from clients within their scope of authority, licensing and registration, and abilities. Assists Financial Advisor(s) with development and coordination of business plan elements. Responsible for the execution of proactive, consistent client contact process to increase client retention. The SA also uses the contact process and other resources to independently data mine the book for opportunities with existing clients for expansion of wallet share and increase client retention.Maintains their own set of compliance-required files. Completes all required continuing education such as Bank, Broker/Dealer and State Insurance Department on time to keep all licenses and registrations current.Regularly reviews appropriate reporting systems (Items for Attention, Submitted Business, Pinpoint, etc.) to identify transaction and account processing issues and other service related items. Independently determines if items can be cleared without FA involvement.Enters branch revenue crediting based on information received from the FA. At FA(s) direction, responsible for initiating and monitoring the movement of funds through the FNB IS Settlement account to fund investments in a timely manner. At FA(s) discretion, may assist with updating branch referrals.Creates and maintains client files and records. CSR is responsible for administration of the FA's Redtail records to ensure client information, segmentation ratings and branch assignments are current. 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:**Associates**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 project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Intermediate Level MS Excel - Intermediate Level MS PowerPoint - Basic Level BA or BS preferred. Experience in investment industry preferred. **Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:**Valid Drivers License Life/Heath state insurance licenses & FINRA Series 7/63 (Series 65 or 66 preferred) registrations. **Physical Requirements or Work Conditions Beyond Traditional Office Work:**N/A### **Equal Employment Opportunity (EEO):**It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.