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PNC · 2 weeks ago

Client Service Associate Sr

Phoenix, AZ

Full-time

Hybrid

Mid, Senior Level

2+ years exp

PNC is a leading financial services institution that values its employees as its greatest asset. The Client Service Associate Sr serves as the primary point of contact for clients and advisors, executing client servicing and administrative requests while ensuring a seamless client experience. This role involves managing client relationships, handling transaction requests, and collaborating with internal teams to enhance service delivery.

BankingFinanceFinancial Services

No H1B

Responsibilities

Develops and maintains long term client relationships

Actively manages customer expectations to ensure maximum satisfaction with products and services

Provides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests

Reviews and identifies potential business opportunities for clients to engage in additional products and services

Serves 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

Collaborates with internal partners to identify potential issues, working collectively to solve problems and track open issues to resolution

Learns and understands existing and upcoming technologies to support client consultation and requests

Participates, as needed, in upcoming technology or product design, development, and testing using operational flow and product knowledge to identify and document defects as well as suggest enhancements

Proactively works to determine service improvements and solicit client input and feedback to drive client satisfaction

Conducts risk assessments on potential customer-level fraud exposure and recommends appropriate path to mitigate risk

Qualification

Client Relationship ManagementInvestment ManagementRisk ManagementCustomer Support PoliciesProcess ManagementAccuracyManaging Multiple PrioritiesFiduciary ResponsibilitiesAttention to DetailDecision MakingCritical Thinking

Required

Develops and maintains long term client relationships

Actively manages customer expectations to ensure maximum satisfaction with products and services

Reviews and identifies potential business opportunities for clients to engage in additional products and services

Serves 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

Collaborates with internal partners to identify potential issues, working collectively to solve problems and track open issues to resolution

Learns and understands existing and upcoming technologies to support client consultation and requests

Proactively works to determine service improvements and solicit client input and feedback to drive client satisfaction

Conducts risk assessments on potential customer-level fraud exposure and recommends appropriate path to mitigate risk

Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions

Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework

Accuracy and Attention to Detail

Client Relationship Management

Customer Support Policies, Standards and Procedures

Decision Making and Critical Thinking

Fiduciary Responsibilities

Investment Management

Managing Multiple Priorities

Process Management

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience

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

Bachelors