{"id":3545700,"url":"https://alion.io/job/fnbo-associate-i-client-relations-associate","title":"Associate I, Client Relations Associate","company":{"id":1791563,"name":"FNBO","domain":"fnbo.com","url":"https://alion.io/company/fnbo-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":89,"open_postings":7,"ghost_share":0,"stale_share":0.429,"repost_share":0,"time_to_fill_p50_days":24,"computed_at":"2026-11-07T05:47:08Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Grand Island, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":47613,"max":78560,"currency":"USD","period":"year","gross":null,"usd_annual":78560},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-30T20:40:52Z","employer_posted_date":"2026-10-30","last_verified_at":"2026-11-07T06:26:50Z","board_verified":true,"closed_at":null,"days_open":7,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":7},"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.\nSummary of the Job:\nThe Client Relationship Associate provides the daily customer support and enables the efficient and effective practice management of our Financial Advisor teams. The Client Relationship Associate will work closely with their Advisor team to support the delivery of advice, guidance and investment solutions to individuals to create and maintain financial wellbeing. The Client Relationship Associate will support Advisory teams and customers with basic to comprehensive investment, insurance and financial planning needs.About This Role:\nManage the daily servicing needs for an assigned customer portfolio in order to support the Advisory team in identifying customer needs and delivering solutions. Maintain the new customer onboarding service model and standards.\nAnticipate customer needs, recognize opportunities and recommend appropriate Wealth Management support and services to the primary Advisor.\nPrepare and maintain appropriate documentation for transactions ensuring completeness and accuracy. Follow through on the submission of documents to ensure timely and accurate completion of submissions.\nMonitor all account activity by reviewing and validating daily transactions. Support the documentation of all client contacts, written and verbal to confirm client discussions and actions.\nMonitor portfolio of accounts, notify Advisor of outstanding balances and anticipated cash needs.\nCoordinate with Advisors to schedule and facilitate client reviews, with awareness of the administrative risk associated with account administration.\nAssist Advisors with the financial planning process, including data collection and entry.\nMonitor and resolve outstanding client account and service items in collaboration with Advisors.\nMeet regularly with Advisors to review portfolio of accounts and coordinate administrative actions necessary to provide an exceptional delivery of customer service.\nApply functional and technical knowledge to solve a customer’s basic to complex problem using sound analytical thought to exercise judgment and identify innovative solutions.\nEngage internal or external resources when necessary to serve a customer’s more complex needs.\nProperly execute transactions in a timely manner.\nAssist Advisors with the planning, coordination and execution of marketing plan and client touchpoints.\nExhibit professional behavior and promote positive and collaborative working relationships.\nUnderstand and comply with bank policy, laws, and FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable to all job duties.\nThe Ideal Candidate for This Role:\nBachelor’s degree in Business Administration or related field or equivalent experience.\n1-3+ years of experience in the investment or financial services industry.\nWorking knowledge of all standard concepts and procedures with area of expertise.\nExcellent orientation to detail. Able to review documents or information with accuracy for errors or omissions.\nAbility to deliver clear, articulate and concise messages, both verbally and orally.\nAbility to create written documentation in various formats and styles to meet the needs of the audience. Demonstrated proficiency in writing and able to develop presentation, documents or standard reports that are clear and understood.\nAbility to identify problems, research underlying contributing factors and evaluate appropriate solutions.\nAbility to identify areas where efficiency and process improvement are needed.\nAbility to work collaboratively and cohesively within a team environment.\nAbility to listen attentively to customer’s needs to best deliver a comprehensive solution for the customer.\nUnderstands and contributes to intended customer experience of helpful, easy and personal.\nAdditional Qualifications Preferred:\nFINRA Series 7 and 66 (or Series 63 & 65) registrations.\nState Life, Accident & Health and Variable Contract insurance licenses.\nCertifications or degrees such as a AWMA, CRPC, FPQP, or ability to earn accreditation\nCandidates must possess unrestricted work authorization and not require future sponsorship.Compensation:\nCompensation range (base pay): $47,613.00-$78,560.00This role may have a specific starting pay within this range.\nFinal compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.\nWork Environment:\nIt 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:\nWe 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:\nMedical, Dental, Vision Insurance\n\n401k, With Matching Contributions\n\nTime Off Programs\n\nHealth Savings Account (HSA)/Dependent Care\n\nEmployee Banking\n\nGrowth Opportunities\n\nTuition Assistance\n\nShort-Term/Long-Term Disability Insurance\n\nLearn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.\nFor additional information regarding compensation and benefits, e-mail FNBO at . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.\nJob number: R-20261921Equal Opportunity & Belonging:\nFNBO 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 selves-no matter their role or where they are in their journey.\nLearn more here.\nFNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.\nClick here to download 'EEO is The Law' Self-Print Poster\nClick here to download 'EEO is The Law' Supplement for Federal Contractors\nClick here to download 'EEO is The Law' GINA Supplement\nFNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC\nFNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)\nApplication Deadline:\nAll our jobs will be posted for a minimum of 5 calendar days. 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