Client Service Specialist

1 week ago


Johnstown, Pennsylvania, United States First National Bank of Pennsylvania Full time

We are seeking a skilled Client Service Specialist to join our Trust Division. In this role, you will work closely with clients to understand their financial goals and objectives, providing tailored investment advice and portfolio management services. You will also be responsible for identifying new business opportunities, developing relationships with internal stakeholders, and collaborating with other team members to deliver exceptional results.

The successful candidate will possess excellent communication and interpersonal skills, a strong understanding of investment products and services, and the ability to think critically and solve complex problems. A Bachelor's degree and at least 5 years of experience in trust administration, taxes, and investments are required. CFP, CTFA, or CWS certification is also preferred.

A competitive salary range of $90,000-$120,000 per year, depending on experience, is offered for this position.



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