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Firstnational

Credit Relationship Associate

Fremontonsitejunior$48K – $79K

Posted today · via Workday

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About this role

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 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.…

Read the full description on Firstnational's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Fremont. We weight your proximity and willingness to relocate.

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Skills in this role

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