Relationship Associate — Client Services & Financial Support

First National Investment Services Company L L C; Pittsburgh (Allegheny County); On-site; USD 42,000 - 56,000; Full time

Job summary

F.N.B. Corporation is seeking a Relationship Associate 1 to assist Financial Advisors with account setup, servicing, and client relations in the WM - FNIS unit.

You will support transaction processing, documentation, and branch operations while maintaining high service levels. The role requires strong communication, organizational, and client service skills, with basic MS Office proficiency and a willingness to meet regulatory licensing requirements.

Qualifications

• High School or GED required.
• 0 years of related experience required.
• Strong communication and organizational skills are essential.
• Prior customer service experience is a plus.
• Proficiency with MS Office applications (Word, Excel, PowerPoint).
• Knowledge of banking processes is preferred.

Responsibilities

• Review documentation for new and existing accounts for accuracy.
• Submit documentation for processing and sales review.
• Maintain records for all transactions.
• Independently interact with customers to resolve issues.
• Support Financial Advisors with account servicing and coordination of business plans.
• Ensure timely compliance with licensing and regulatory requirements.

Skills

Project management

Communication

Organizational skills

Customer service

MS Word

MS Excel

MS PowerPoint

Associates preferred

Banking processes knowledge

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

F.N.B. Corporation is seeking a Relationship Associate 1 to assist Financial Advisors with account setup, servicing, and client relations in the WM - FNIS unit.

You will support transaction processing, documentation, and branch operations while maintaining high service levels. The role requires strong communication, organizational, and client service skills, with basic MS Office proficiency and a willingness to meet regulatory licensing requirements.