Client Services Associate - Wealth Management
Listed on 2026-03-06
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Finance & Banking
Business Administration, Financial Analyst
Primary Office
Location:
711 State Street. Erie, Pennsylvania. 16501.
Join our team. Make a difference - for us and for your future.
Position Title:Client Services Associate
Business Unit:Multiple
Reports to:Varies by Assignment
Position OverviewThis position is primarily responsible for general client maintenance and service for existing high net worth clients as well as the on-boarding process for establishing new relationships. The incumbent provides the highest quality of service to every client, both external and internal, all while ensuring strict adherence to procedures and regulatory compliance. This position is a key role within the Advisory Businesses, either for Private Banking or Wealth Management.
PrimaryResponsibilities
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.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
MinimumLevel of Education Required to Perform the Primary Responsibilities of this Position
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position3
Skills Required to Perform the Primary Responsibilities of this Position- Excellent customer service skills
- Excellent communication skills, both written and verbal
- Excellent organizational, analytical and interpersonal skills
- Ability to use general office equipment
- 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
- Private Banking - NMLS is required
N/A
Equal Employment Opportunity (EEO)It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements.
FNB provides all applicants and employees a discrimination and harassment free workplace.
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