Wealth Client Services & Onboarding Specialist

FNB Corporation; Cleveland, Northern (OH, KY); Hybrid; USD 45,000 - 70,000; Full time

Job summary

F.N.B. Corporation is seeking a Client Services Associate in Cleveland, OH to support high-net-worth client relationships and onboarding processes. You will manage client communications, assist with meetings, and handle front-office transaction processing, ensuring accuracy and compliance.

You will coordinate with the sales and operations teams, monitor work queues, and prepare reports for management while upholding risk controls and regulatory requirements.

Qualifications

• 3 years of related experience in client services or banking.
• Experience with high-net-worth clients and onboarding.
• Knowledge of banking operations and regulatory compliance.

Responsibilities

• Client Relationship Management - serve as an additional contact for high-net-worth clients and manage communications.
• Coordinate with sales team to prepare for client meetings, including compiling reports and documentation.
• Perform front office transaction processing, research and maintenance for the regional book of business.
• Review daily activity and work queues; monitor and resolve service issues with internal departments.
• Prepare reports for sales and upper management; assist with client events.

Skills

Excellent customer service

Excellent communication

Organizational skills

Analytical skills

Interpersonal skills

Private Banking

Wealth Management knowledge

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

Job description

F.N.B. Corporation is seeking a Client Services Associate in Cleveland, OH to support high-net-worth client relationships and onboarding processes. You will manage client communications, assist with meetings, and handle front-office transaction processing, ensuring accuracy and compliance.

You will coordinate with the sales and operations teams, monitor work queues, and prepare reports for management while upholding risk controls and regulatory requirements.