Relationship Associate II: Client Service & Growth Support

First National Bank; Pittsburgh (Allegheny County); On-site; USD 52,000 - 68,000; Full time

Job summary

First National Bank in Monroeville, PA is hiring a Relationship Associate 2 to support Financial Advisors, manage client accounts and ensure accurate documentation and proactive service. The role emphasizes accuracy, licensing adherence, and opportunity identification.

You will work with a team to enhance client experiences, maintain records, and drive branch revenue through effective client contact and service excellence.

Qualifications

• Associates degree required; 3+ years experience preferred.
• Excellent project management skills and attention to detail.
• Strong communication, interpersonal and organizational abilities.
• Experience in investment industry preferred; financial services background helpful.
• Licensing/Certifications: valid driver’s license; FINRA Series 7/63 required; Series 65/66 preferred.

Responsibilities

• Assist Financial Advisors with client-facing activities and servicing.
• Review and submit documentation for new and existing accounts.
• Maintain records and initiate workflows to ensure timely completion.
• Engage with clients on service issues and provide follow-up within licensing scope.
• Data mine book for opportunities to expand wallet share and retention.

Skills

Project management

Communication

Interpersonal skills

Customer service

PC proficiency

Education

Associates

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Bank in Monroeville, PA is hiring a Relationship Associate 2 to support Financial Advisors, manage client accounts and ensure accurate documentation and proactive service. The role emphasizes accuracy, licensing adherence, and opportunity identification.

You will work with a team to enhance client experiences, maintain records, and drive branch revenue through effective client contact and service excellence.