Client Service Associate jobs in United States
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PNC · 3 hours ago

Client Service Associate

PNC is a company that values its people as its greatest differentiator and competitive advantage. The Client Service Associate Sr. serves as the primary point of contact for clients and advisors, managing client servicing and administrative requests across all PNC Private Bank products and services, while also working to improve the client experience.

BankingFinanceFinancial Services
badNo H1Bnote

Responsibilities

Develops and maintains long term client relationships. Actively manages client expectations to ensure maximum satisfaction with products and service
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
Identifies opportunities for use of digital tools to offer self-service solutions successfully. Serves as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary to senior leadership
Communicates 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

Qualification

Client Relationship ManagementCustomer Support PoliciesInvestment ManagementAccuracyAttention to DetailDecision MakingManaging Multiple PrioritiesFiduciary ResponsibilitiesProductsServicesCritical Thinking

Required

Develops and maintains long term client relationships
Actively manages client expectations to ensure maximum satisfaction with products and service
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
Identifies opportunities for use of digital tools to offer self-service solutions successfully
Serves as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary to senior leadership
Communicates 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
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
Products and Services
Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
Bachelors

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
9 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level and years of service

Company

PNC is a financial service company providing bank deposits products and services to its community.

Funding

Current Stage
Public Company
Total Funding
unknown
1975-11-17IPO

Leadership Team

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Keith Hayes
SVP, PNC Aviation Finance
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M
Michael Gaber
Senior Vice President - Originations
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