Associate II, Institutional Wealth

Job description

At FNBO, our employees are the heart of our story—and 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 Institutional Wealth Associate supports the delivery of wealth management and paying agent services by partnering closely with administrators and internal teams to help clients achieve their financial goals and objectives. This role assists in managing client relationships across investment management, trust, custody, escrow, and paying agent accounts. The Associate executes core operational tasks, prepares documentation, supports client communications, and ensures accurate and timely processing of transactions. This role is expected to demonstrate professionalism, attention to detail, and a strong commitment to delivering high-quality client service. About This Role: Client Relationship Management - Provide operational support to maintain and strengthen client relationships - Respond to client inquiries and resolve issues in a timely and professional manner - Actively listen to client needs and ask thoughtful questions to ensure accurate understanding - Maintain regul...