Client Services Associate - Charlotte, NC

F.N.B. Corporation•Charlotte, NC

About The Position

The Client Services Associate is primarily responsible for general maintenance and service for existing high-net-worth clients and for onboarding new relationships. The role provides high-quality service to internal and external clients while adhering strictly to procedures and regulatory requirements. It is a key position within the Advisory Businesses, in either Private Banking or Wealth Management. The associate serves as an additional point of contact for high-net-worth clients, manages communications and follow-ups, and coordinates with sales teams to prepare for client meetings. The role also processes and researches front-office transactions, maintains the regional book of business, reviews daily activity and work queues, resolves service issues with internal departments, prepares reports, and helps coordinate client events. Employees are responsible for understanding, reporting, responding to, managing, and monitoring risks as required by F.N.B. Corporation’s risk management program. Compliance with regulatory laws and company procedures is required.

Requirements

High school diploma or GED.
At least 3 years of job-related experience.
Excellent customer service skills.
Excellent written and verbal communication skills.
Excellent organizational, analytical, and interpersonal skills.
Ability to use general office equipment.
Ability to use a personal computer and job-related software.
Basic proficiency in MS Word.
Intermediate proficiency in MS Excel.
Basic proficiency in MS PowerPoint.
For Private Banking assignments: experience with bank consumer and commercial products, banking operations, and government banking regulations.
For Wealth Management assignments: experience with trust accounting systems and knowledge of banking and trust policies and procedures.
For Private Banking assignments: NMLS is required.
Candidates must be legally authorized to work in the U.S.; employment-based visa sponsorship is not provided.

Responsibilities

Serve as an additional point of contact for high-net-worth clients.
Proactively manage client communications and ensure timely responses and follow-ups.
Coordinate with the sales team to prepare for client meetings, including compiling reports and documentation.
Perform front-office transaction processing, research, and maintenance for the regional book of business.
Review and act on daily activity and work queues.
Monitor and resolve service issues, coordinating with internal departments such as compliance and operations when needed.
Prepare reports for sales team members and upper management as needed.
Help coordinate client events.
Perform other related duties and projects as assigned.
Understand, report, respond to, manage, and monitor risks encountered daily as required by the company's risk management program.
Adhere to regulatory laws, guidelines, and company procedures.