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Client Relationship Specialist Financial Advisors

Job in New Castle, Lawrence County, Pennsylvania, 16108, USA
Listing for: First National Bank
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
Position: Client Relationship Specialist for Financial Advisors
A community bank is seeking a Relationship Associate 2 in New Castle, Pennsylvania. The successful candidate will support Financial Advisors in maximizing client interactions. Responsibilities include document reviews, client communication, and compliance maintenance. Candidates should have an Associate's degree and three years of related experience, along with strong communication and project management skills. This role is pivotal in ensuring high-quality service to clients and fostering long-term relationships.
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