Trust Services Relationship Advisor II – Client & Investments

First National Bank; Pittsburgh (Allegheny County); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial institution in Pittsburgh seeks a Relationship Advisor 2 for its Trust Services Group. The role involves providing top-tier client service through the administration of trust and investment management relationships. Candidates should have at least 5 years of experience, a Bachelor's degree, and relevant certifications such as CFP, CTFA, or CWS. This position emphasizes client satisfaction, retention, and adherence to compliance standards.

Qualifications

• Minimum 5 years of job-related experience in trust administration.
• Required certifications: CFP, CTFA or CWS.

Responsibilities

• Provide high-quality client service while administering trust and investment relationships.
• Communicate regularly with clients regarding trust issues and investment policies.
• Identify opportunities for enhancing client relationships.
• Participate in community events and develop relationships.

Skills

Project management skills

Communication skills

Organizational skills

Customer service skills

Analytical skills

Interpersonal skills

MS Word

MS Excel

MS PowerPoint

Knowledge of trust administration and investments

Education

Bachelor's degree (BA or BS)

Job description

A leading financial institution in Pittsburgh seeks a Relationship Advisor 2 for its Trust Services Group. The role involves providing top-tier client service through the administration of trust and investment management relationships. Candidates should have at least 5 years of experience, a Bachelor's degree, and relevant certifications such as CFP, CTFA, or CWS. This position emphasizes client satisfaction, retention, and adherence to compliance standards.