Wealth Management Client Services Associate

F.N.B. Corporation; Charlotte (NC); Vor Ort; USD 42.000 - 62.000; Vollzeit

Zusammenfassung

F.N.B. Corporation in Charlotte, NC seeks a Client Services Associate to support high net worth clients, onboarding new relationships, and ongoing relationship management within Private Banking or Wealth Management.

You will coordinate client meetings, prepare reports, and ensure regulatory compliance while delivering excellent service. The role emphasizes front-office transaction processing, risk awareness, and collaboration with sales and internal teams.

Qualifikationen

• High School diploma or GED required.
• Minimum 3 years of related experience.
• Excellent customer service and communication skills.
• Strong organizational and interpersonal abilities.
• Proficient with MS Word and basic Excel/PowerPoint.

Aufgaben

• Act as an additional contact for high-net-worth clients and coordinate meetings.
• Process front office transactions, research, and maintenance for regional book.
• Monitor and resolve service issues with internal departments (e.g., compliance, operations).
• Prepare reports for sales team and coordinate client events.
• Other related duties as assigned.
• Act as risk manager per risk program and ensure regulatory compliance.

Kenntnisse

Customer service

Communication

Organizational skills

Analytical skills

Interpersonal skills

General office equipment

PC skills

MS Word

MS Excel

MS PowerPoint

Private Banking

Wealth Management

Ausbildung

High School or GED

3 years related experience

Tools

NMLS license

Jobbeschreibung

F.N.B. Corporation in Charlotte, NC seeks a Client Services Associate to support high net worth clients, onboarding new relationships, and ongoing relationship management within Private Banking or Wealth Management.

You will coordinate client meetings, prepare reports, and ensure regulatory compliance while delivering excellent service. The role emphasizes front-office transaction processing, risk awareness, and collaboration with sales and internal teams.