Client Services Associate - Cleveland, OH
First National Bank
Client Services AssociateThis 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.Primary Responsibilities: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.Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:High School or GEDMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:3Skills Required to Perform the Primary Responsibilities of this Position:Excellent customer service skillsExcellent communication skills, both written and verbalExcellent organizational, analytical and interpersonal skillsAbility to use general office equipmentAbility to use a personal computer and job-related softwareMS Word - Basic LevelMS Excel - Intermediate LevelMS PowerPoint - Basic LevelPrivate Banking - Experience with bank consumer, commercial products and operations and government banking regulationsWealth Management - Experience in trust accounting systems, and knowledge of banking and trust policies and proceduresLicensures/Certifications Required to Perform the Primary Responsibilities of this Position:Private Banking - NMLS is requiredPhysical Requirements or Work Conditions Beyond Traditional Office Work:N/AEqual 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.FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.
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- ...become available. Subscribe to our RSS feeds to receive instant updates as new positions become available. Client Service Associate (Pickerington, OH) Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading middle-market investment bank and full service broker-dealer...SuggestedLocal area
- ...First National Bank in Cleveland, OH is seeking a Client Services Associate to support existing high net worth clients and assist with onboarding new relationships, ensuring top-tier service and strict regulatory compliance. You will manage client communication, prepare...Suggested
$52.5k - $87.5k
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$93.7k - $103k
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Career CategorySalesJob DescriptionTerritory covers: Cleveland, OH; Erie, PA; Akron, OHJoin Amgen’s Mission of Serving PatientsAt Amgen, if you feel like you’re part of something bigger, it’s because you are. Our shared mission—to serve patients living with serious illnesses...Full timeRemote workHome officeFlexible hours- ...Sales Account Executive - Matterport - Cleveland, OH Job Description CoStar Group (NASDAQ... ...-driven to sell our products and services across several industries, including AEC... ...methodology Ability to identify strategic client pains and develop unique and compelling...Full timeWork at office
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$77k - $202k
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$90k - $110k
...Growth and delivering for our clients, teammates, communities and... ...whether shaped by military service, community college education... ...guides, and delivers feedback to associates and clients while embodying... ...details US - OH - Cleveland - 1375 E 9TH ST - 1 CLEVELAND...Full timeTemporary workWork experience placementWork at officeFlexible hoursShift workDay shift- Morgan Stanley in Pepper Pike, Ohio is seeking an Operational Support professional to manage documents and assist with various administrative duties. Key responsibilities include overseeing mail, performing money movement functions, and ensuring compliance with company...
$65k - $90k
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...meaningful responsibility, and client interaction are the standard—... ...sixty years of continued service to our corporate, insurance,... ...Defense Attorney to join our Cleveland, Ohio office . This opportunity... ...experienced shareholders and associates who are committed to mentoring...Work at officeLocal area
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