Trust Services Relationship Advisor II

FNB Corporation

Pittsburgh, Northern (Allegheny County, KY)

Hybrid

USD 65,000 - 90,000

Full time

10 days ago

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Job summary

First National Trust Company seeks a Relationship Advisor 2 to deliver high-quality client service within the Personal Trust Group in Pittsburgh. You will manage trust and investment relationships and serve as primary contact for assigned clients to drive satisfaction and retention.

Responsibilities include regular client communications on administration, investment policy, and service offerings; account administration per governing instruments; investment oversight with periodic reviews; and

Qualifications

BA or BS degree required.
5+ years of related experience.
Excellent project management and communication skills.
Strong client-service orientation.
CPA, CFP, CTFA or CWS licensure is preferred.

Responsibilities

Communicates with clients about administration, policy, performance and services to retain relationships.
Administers trust and investment accounts as per governing instruments and laws.
Provides investment oversight and conducts reviews.
Identifies opportunities to grow relationships and assets.
Collaborates with internal partners to deliver service and navigate channels.
Ensures compliance with laws, policies and regulations related to trust business.