Wealth Management Client Services Associate

fnbcorp; Pittsburgh (Allegheny County); On-site; USD 40,000 - 60,000; Full time

Job summary

F.N.B. Corporation is seeking a Client Services Associate in Pittsburgh to manage high-net-worth client relationships and support onboarding for new clients.

The role emphasizes precise service, timely communication, and strict adherence to procedures and regulatory guidelines. Responsibilities include client relationship management, front-office processing, issue resolution, and report preparation for the sales team and executives.

Qualifications

• High School or GED required.
• 3 years of related experience preferred.
• Strong customer service and communication skills required.
• Proficiency with MS Word/Excel/PowerPoint and general office software.

Responsibilities

• Client Relationship Management: act as a contact for high-net-worth clients and coordinate with sales for meetings.
• Perform front office transaction processing, research and maintenance for the regional book of business.
• Monitor and resolve service issues with internal departments.
• Prepare reports for sales and upper management and assist with client events.
• Adhere to regulatory compliance and risk management policies.

Skills

Customer service

Communication

Organizational skills

Interpersonal skills

General office equipment

PC software

MS Word

MS Excel

MS PowerPoint

Banking 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 Pittsburgh to manage high-net-worth client relationships and support onboarding for new clients.

The role emphasizes precise service, timely communication, and strict adherence to procedures and regulatory guidelines. Responsibilities include client relationship management, front-office processing, issue resolution, and report preparation for the sales team and executives.