Wealth Client Services Specialist

First National Bank; Charlotte (NC); On-site; USD 50,000 - 70,000; Full time

Job summary

First National Bank in Charlotte, NC seeks a Client Services Associate to support high-net-worth clients, onboarding, and ongoing relationship management. You will coordinate with sales for client meetings, prepare related reports, and ensure regulatory compliance in daily operations.

The role emphasizes accurate service delivery, effective communication, and teamwork across advisory units. A strong background in private banking and wealth management is preferred.

Qualifications

• High School or GED required.
• 3+ years of job-related experience.
• Excellent customer service and written/verbal communication skills.
• Familiarity with private banking and wealth management operations.

Responsibilities

• Client relationship management for high net worth clients and onboarding.
• Coordinate with sales team for client meetings, reports and documentation.
• Front office transaction processing, research and maintenance.
• Monitor and resolve service issues with internal departments.
• Prepare reports for sales and management and assist with client events.
• Other duties as assigned; act as risk-aware for the business.

Skills

Customer service

Communication

Interpersonal skills

Organizational skills

Analytical skills

Office equipment

PC & software

MS Word

MS Excel

MS PowerPoint

Private Banking

Wealth Management

Education

High School or GED

Tools

MS Word

MS Excel

MS PowerPoint

General banking software

Job description

First National Bank in Charlotte, NC seeks a Client Services Associate to support high-net-worth clients, onboarding, and ongoing relationship management. You will coordinate with sales for client meetings, prepare related reports, and ensure regulatory compliance in daily operations.

The role emphasizes accurate service delivery, effective communication, and teamwork across advisory units. A strong background in private banking and wealth management is preferred.