Client Services Representative
1 week ago
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Position Title: Client Services Representative
Business Unit: Multiple
Reports to: Varies Based on Assignment
Position Overview:
This position is primarily responsible for providing administrative support, client service and client accounting. The Client Service Representative (CSR) supports specific client service positions in Wealth Management including Wealth Advisors, Client Advisors and Portfolio Advisors. The CSR is responsible for coordinating communication between Wealth Team members, clients and prospects. The position also requires the production of client and prospect presentation, as well as general administrative duties.
Primary Responsibilities:
Provides direct, unsupervised client contact and support for the overall regional book of business. Provides support as needed to assigned Wealth Team members and client accounting for the entire regional book of business.
Coordinates communication between Wealth Team members, clients and prospects. Prepares account set up paperwork, client presentations and transfer documentation and initiates follow-up with clients and prospects.
Performs front office transaction processing, quality control of account entries and maintenance and processing of statements for the regional book of business. Reviews and acts on daily activity and work queues.
Provides assistance to Wealth Team members in researching transactional items and client and interested party inquiries.
Prepares reports as needed for Wealth Team members for account servicing efforts.
Coordinates client and prospect event planning.
Provides administrative services such as filing, mailing, answering phones, typing, expense report preparation and general office duties.
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 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 project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Associates preferred. 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:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
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