Client Relations Associate I

Client Relationship Associate

At FNBO, our employees are the heart of our storyand we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.

Summary of the Job

The Client Relationship Associate provides daily customer support and enables the efficient and effective practice management of our Financial Advisor teams. This role works closely with their Advisor(s) to support the delivery of advice, guidance and investment solutions to individuals to build and maintain financial wellbeing. The Associate will support Advisor(s) and customers with basic to comprehensive investment, insurance and financial planning needs.

About This Role

• Meet regularly with Advisor(s) and manage the daily servicing needs for assigned customer portfolio to support the Advisor(s) in identifying customer needs and delivering solutions.
• Maintain the new customer onboarding service model and standards.
• Anticipate customer needs, recognize opportunities and recommend appropriate Wealth Management support and services to the primary Advisor.
• Properly execute on transactions in a timely manner. Prepare and maintain appropriate documentation ensuring completeness and accuracy.
• Monitor account activity by reviewing and validating daily transactions. Support the documentation of all customer contacts, written and verbal to confirm customer discussions and actions.
• Monitor portfolio of accounts, notify Advisor of outstanding balances and anticipated cash needs.
• Coordinate with Advisor(s) to schedule and facilitate customer reviews, with awareness of the administrative risk associated with account administration.
• Assist Advisor(s) with the financial planning process, including data collection and entry.
• Apply expertise to solve customer issues using sound analytical thinking and identify innovative solutions. Engage internal or external resources when necessary for more complex customer issues.
• Assist Advisor(s) with the planning, coordination and execution of marketing plan and customer touchpoints.
• Exhibit professional behavior and promote positive and collaborative working relationships.
• Understand and comply with bank policy, laws, FINRA regulations, and the bank's BSA / AML Program, as applicable to all job duties.

The Ideal Candidate for This Role

Bachelor's degree in Business Administration, a related field or equivalent experience. Working knowledge of all standard concepts and procedures with area of expertise. Excellent orientation to detail. Able to review documents or information with accuracy for errors or omissions. Ability to deliver clear, articulate and concise messages, both verbally and written. Demonstrated proficiency in writing and able to develop presentations, documents or standard reports that are clear and understood. Ability to identify problems, research underlying contributing factors and evaluate appropriate solutions. Ability to identify areas where efficiency and process improvement are needed. Ability to work collaboratively and cohesively within a team environment. Ability to listen to customer's needs and deliver a comprehensive solution. Understands and contributes to intended customer experience of helpful, easy and personal.

Preferred Qualifications

Certifications or degrees such as a AWMA, CRPC, FPQP, or ability to earn accreditation FINRA Series 7 and 66 (or Series 7, 63 & 65) registrations. State Life, Accident & Health and Variable Contract insurance licenses. Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation

Compensation range (base pay) : $46,679.00-$77,020.00 This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and / or skill level.

Work Environment

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Benefits Overview

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs : Medical, Dental, Vision Insurance, 401k, With Matching Contributions, Time Off Programs, Health Savings Account (HSA) / Dependent Care, Employee Banking, Growth Opportunities, Tuition Assistance, Short-Term / Long-Term Disability Insurance.

Equal Opportunity & Belonging

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selvesno matter their role or where they are in their journey.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.