Wealth & Private Banking Client Services Associate

FNB Corporation; Charlotte (NC); Vor Ort; USD 42.000 - 65.000; Vollzeit

Zusammenfassung

F.N.B. Corporation in Charlotte, NC seeks a Client Services Associate to manage relationships with high-net-worth clients and facilitate onboarding processes for new relationships. The role emphasizes exceptional service while complying with regulatory procedures and internal controls.

The position supports the Advisory Businesses, including Private Banking and Wealth Management, coordinating with sales, operations, and compliance teams to ensure accurate, timely service and reporting.

Qualifikationen

• High School or GED required.
• Experience in private banking and wealth management preferred.
• Excellent customer service and communication abilities.

Aufgaben

• Maintain relationships with high-net-worth clients and onboard new relationships.
• Handle client communications, document preparation, and meeting coordination.
• Process front-office transactions and support reporting for the sales team.

Kenntnisse

Customer service

Communication

Organizational skills

Analytical skills

Interpersonal skills

MS Word

MS Excel

MS PowerPoint

Private Banking

Wealth Management

Ausbildung

High School diploma

Tools

MS Word

MS Excel

MS PowerPoint

Jobbeschreibung

F.N.B. Corporation in Charlotte, NC seeks a Client Services Associate to manage relationships with high-net-worth clients and facilitate onboarding processes for new relationships. The role emphasizes exceptional service while complying with regulatory procedures and internal controls.

The position supports the Advisory Businesses, including Private Banking and Wealth Management, coordinating with sales, operations, and compliance teams to ensure accurate, timely service and reporting.