Wealth Management Client Services Specialist

First National Trust Company; Charlotte (NC); Vor Ort; USD 45.000 - 65.000; Vollzeit

Zusammenfassung

F.N.B. Corporation seeks a Client Services Associate to manage high-net-worth client maintenance and onboarding. The role supports private banking or wealth management, coordinating with sales, preparing client reports, and ensuring regulatory compliance.

The position emphasizes accurate processing, proactive communication, and cross-department collaboration to deliver superior service to external and internal clients.

Qualifikationen

• Excellent customer service skills.
• 1. Excellent communication skills, both written and verbal.
• 2. Excellent organizational, analytical and interpersonal skills.
• 3. Ability to use general office equipment.
• 4. Ability to use a personal computer and job-related software.
• MS Word - Basic Level
• MS Excel - Intermediate Level
• MS PowerPoint - Basic Level
• Private Banking - Experience with bank consumer, commercial products and operations and government banking regulations
• Wealth Management - Experience in trust accounting systems, and knowledge of banking and trust policies and procedures

Aufgaben

• Client Relationship Management - Serve as an additional point of contact for high-net-worth clients.
• Proactively manage client communications, ensuring timely responses and follow-ups.
• Coordinate with sales team to prepare for client meetings, including compiling reports and documentation.
• Performs front office transaction processing, research and maintenance for the regional book of business.
• Reviews and acts on daily activity and work queues.
• Monitor and resolve service issues, often involving coordination with internal departments (e.g., compliance, operations).
• Prepares reports as needed for sales team members and upper management and helps to coordinate client events.
• Performs other related duties and projects as assigned.

Kenntnisse

Customer service

Communication (written & verbal)

Organizational skills

Analytical skills

Interpersonal skills

MS Word

MS Excel

MS PowerPoint

Private Banking experience

Wealth Management knowledge

Ausbildung

High School diploma or GED

Tools

MS Word

MS Excel

MS PowerPoint

Jobbeschreibung

F.N.B. Corporation seeks a Client Services Associate to manage high-net-worth client maintenance and onboarding. The role supports private banking or wealth management, coordinating with sales, preparing client reports, and ensuring regulatory compliance.

The position emphasizes accurate processing, proactive communication, and cross-department collaboration to deliver superior service to external and internal clients.