FNBO
Client Relations Associate I
at
FNBO
Summary The Client Relations 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.
Responsibilities
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. Follow through on the submission of documents to ensure timely and accurate completion.
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
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 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. Final compensation offer may vary based on work experience, education and/or skill level.
Work Environment The incumbent will work onsite at the posted location. The onsite environment fosters innovation, mentorship and a vibrant culture that supports professional growth and collaboration.
Benefits Overview
Medical, Dental, Vision Insurance
401(k), with matching contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short‑Term/Long‑Term Disability Insurance
Learn more about FNBO benefits:
FNBO Benefits .
Equal Opportunity & Belonging FNBO is an equal‑opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
FNBO follows federal law regarding the use of marijuana (this applies to all non‑California applicants).
Job number: R-20251603
Application Deadline All job postings are available for a minimum of five calendar days. Job postings may be taken down earlier based on the volume of applicants.
#J-18808-Ljbffr
at
FNBO
Summary The Client Relations 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.
Responsibilities
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. Follow through on the submission of documents to ensure timely and accurate completion.
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
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 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. Final compensation offer may vary based on work experience, education and/or skill level.
Work Environment The incumbent will work onsite at the posted location. The onsite environment fosters innovation, mentorship and a vibrant culture that supports professional growth and collaboration.
Benefits Overview
Medical, Dental, Vision Insurance
401(k), with matching contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short‑Term/Long‑Term Disability Insurance
Learn more about FNBO benefits:
FNBO Benefits .
Equal Opportunity & Belonging FNBO is an equal‑opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
FNBO follows federal law regarding the use of marijuana (this applies to all non‑California applicants).
Job number: R-20251603
Application Deadline All job postings are available for a minimum of five calendar days. Job postings may be taken down earlier based on the volume of applicants.
#J-18808-Ljbffr