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PNC · 1 month ago

Client Solution Specialist Sr

OH - Cleveland (44114)

Full-time

Hybrid

Mid, Senior Level

$38K/yr - $62K/yr

4+ years exp

PNC Bank is committed to delivering the best experience for its customers and fostering an inclusive workplace culture. The Client Solution Specialist Sr will support the Wealth Management Leadership and Advisor teams by managing client relationships, providing essential administrative support, and ensuring compliance with standard regulations and processes.

BankingFinanceFinancial Services

No H1B

Responsibilities

Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource

Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer complex implementation plans and related client interactions

Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for complex client implementation and servicing issues

Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed

Serves as a peer resource and may perform general administrative support

Qualification

Client Relationship BuildingCustomer Experience (CX)Sales SupportAdministrationDecision MakingManaging Multiple PrioritiesProblem Management ProcessEffective Communications

Required

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties

Typically requires 4+ years of related business or functional experience

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered