Client Services Associate jobs in United States
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F.N.B. Corporation · 1 month ago

Client Services Associate

F.N.B. Corporation is seeking a Client Services Associate responsible for general client maintenance and service for high net worth clients. This role involves managing client communications, coordinating with sales teams, and ensuring compliance with regulatory procedures.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Private Banking experienceWealth Management experienceMS Excel - IntermediateCustomer serviceAnalytical skillsNMLS certificationMS Word - BasicMS PowerPoint - BasicGeneral office equipmentJob-related softwareCommunication skillsOrganizational skillsInterpersonal skills

Required

High School or GED
3 years of job-related experience
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

Company

F.N.B. Corporation

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F.N.B. Corporation (NYSE: FNB) is a diversified financial services company headquartered in Pittsburgh, PA.

H1B Sponsorship

F.N.B. Corporation has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (2)
2023 (3)

Funding

Current Stage
Public Company
Total Funding
$500M
2024-12-04Post Ipo Debt· $500M
1986-09-12IPO

Leadership Team

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Brian Mancos
Director of Human Resources and Corporate Services
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Frank Schiraldi
Director of Corporate Strategy
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Company data provided by crunchbase