Wealth Client Services & Onboarding Associate

First National Bank; Cleveland (OH); On-site; USD 42,000 - 64,000; Full time

Job summary

First National Bank in Cleveland, OH is seeking a Client Services Associate to support existing high net worth clients and assist with onboarding new relationships, ensuring top-tier service and strict regulatory compliance.

You will manage client communication, prepare reports for meetings, process front-office transactions, and coordinate with other departments to resolve issues and support sales efforts.

Qualifications

• High School diploma or GED required.
• 3 years of related experience in client services or banking.
• Excellent customer service and communication skills.

Responsibilities

• Client Relationship Management - Serve as an additional point of contact for high-net-worth clients.
• Front office transaction processing, research and maintenance for the regional book of business.
• Monitor and resolve service issues, often involving coordination with internal departments.
• Prepare reports as needed for sales team members and upper management and help to coordinate client events.
• Performs other related duties and projects as assigned.
• Employees are risk managers for their businesses under the company's risk management program.

Skills

Customer service

Communication skills

Organizational skills

Analytical skills

Interpersonal skills

General office equipment

PC/software proficiency

MS Word

MS Excel

MS PowerPoint

Private Banking

Wealth Management

Education

High School or GED

Tools

MS Word - Basic

MS Excel - Intermediate

MS PowerPoint - Basic

Banking systems

Job description

First National Bank in Cleveland, OH is seeking a Client Services Associate to support existing high net worth clients and assist with onboarding new relationships, ensuring top-tier service and strict regulatory compliance.

You will manage client communication, prepare reports for meetings, process front-office transactions, and coordinate with other departments to resolve issues and support sales efforts.