Client Services Associate - Charlotte, NC

First National Bank Of Pennsylvania•Charlotte, NC

About The Position

The Client Services Associate provides general maintenance and service for existing high-net-worth clients and supports onboarding for new client relationships. The role delivers service to internal and external clients while following procedures and regulatory requirements. It is a key position within the Advisory Businesses, supporting either Private Banking or Wealth Management, with assignments and reporting lines that vary. The associate serves as an additional contact for clients, supports client communications and meeting preparation, processes front-office transactions, researches and maintains the regional book of business, and handles service issues in coordination with internal departments. The position also supports reporting and client events. Employees are expected to manage and monitor business risks and comply with applicable regulatory requirements and company procedures.

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-level Microsoft Word skills.
Intermediate-level Microsoft Excel skills.
Basic-level Microsoft PowerPoint skills.
For Private Banking assignments: experience with bank consumer and commercial products, bank 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 licensure is required.
Must be legally authorized to work in the United States; 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.
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 business risks as required by the company's risk management program.
Comply with regulatory laws, guidelines, and company procedures.