Harris Williams ยท 5 hours ago
Client Solution Advisor
Home Location-NC (NCH01)
Full-time
Remote
Entry, Mid Level
$45K/yr - $90K/yr
2+ years exp
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Responsibilities
Implements complex new products and services for clients. Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or consultative support to prospects or clients in select deals.
Leverages knowledge of industry and PNC products/solutions to identify outside sales opportunities. Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services. Acts a project manager and coordinates the implementation work done by others.
Analyzes, assesses and documents client requirements. May identify customization needs, and work with service partners to decision/implement. Manages multiple complex implementations simultaneously, facilitates/coordinates internal and external stakeholder meetings, creates and maintains project documentation, and creates/delivers reporting on progress.
Serves as an escalation point and independently resolves challenges regarding implementation and production support issues raised by staff or client. Identifies and drives development of necessary solutions. Ensures positive ongoing client experiences.
Serves as team subject matter expert. Coaches staff, Sales, and/or client when needed. Leads team communications and meetings, performs workflow coordination, and participates in special projects and initiatives. May develop and maintain training materials and provide training to service partners and clients.
Qualification
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Required
2+ years of relevant professional experience
University / college degree, or a comparable combination of education, job specific certification(s), and experience (including military service)
Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions
Assessing and effectively managing all of the risks associated with their business objectives and activities
Preferred
Treasury Management experience strongly preferred
Business Decisions
Client Counseling
Client Relationship Building
Competitive Advantages
Customer Experience (CX)
Personal Initiative
Relationship Management
Results-Oriented
Customer Relationship Management Applications
Customer Support Policies, Standards and Procedures
Decision Making and Critical Thinking
Effective Communications
Flexibility and Adaptability
Managing Multiple Priorities
Problem Management Process
Process Management
Sales Support and Administration
Benefits
Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
8 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level
Company
Harris Williams
Harris Williams is a global investment bank specializing in M&A and private capital advisory services.
501-1,000 employees
Funding
Current Stage
Late StageLeadership Team
Hiter Harris
Managing Director and Co-Founder
Paul Poggi
Chief Operating Officer
Recent News
AltAssets Private Equity News | Connecting LPs and GPs worldwide
2024-01-10
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