Client Services Associate
3 days ago
Client Services Associate page is loaded## Client Services Associatelocations: Baltimore, MDtime type: Full timeposted on: Posted Todayjob requisition id: 2025-02778## **Primary Office Location:**300 E. Lombard Street. Baltimore, Maryland. 21202.## **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 Overview:**This 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. Corporations 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 GED**Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:**3**Skills 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 regulations Wealth Management - Experience in trust accounting systems, and knowledge of banking and trust policies and procedures**Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:**Private Banking - NMLS is required**Physical Requirements or Work Conditions Beyond Traditional Office Work:**N/A### **Compensation Grade:**NEX10### **Pay Range:**$21.41 - $35.69### FNBs total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.### **Equal Employment Opportunity (EEO):**It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.# A culture of teamwork. A history of success.As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina.Our consistent recognition as a **best place to work** and **top workplace** by our own employees symbolizes the outstanding culture we represent.# # **Sign up for Job Alerts:****A simple and easy way to stay up to date on career opportunities available.**You now have the ability to **sign up for job alerts** through your candidate profile.To enroll you will need to create or sign into your candidate profile and select "job alerts".By enrolling in job alerts, you will receive email notifications as opportunities come available that match your selected interests. #J-18808-Ljbffr
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