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Client Service Associate
Client Service AssociatePNC Bank • Pittsburgh, Pennsylvania, USA
Client Service Associate

Client Service Associate

PNC Bank • Pittsburgh, Pennsylvania, USA
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Position Overview

At PNC our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected valued and have an opportunity to contribute to the companys success. As a Client Service Associate within PNC Private Bank organization you will be based in Pittsburgh PA. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely at the managers discretion.

The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking Investment and Fiduciary). The Client Service Associate also partners with Advisors / Leaders on any client related activities.

As the owner of the service experience the Client Service Associate also partners closely with the Advisors Middle Office or Operations teams for service request fulfillment supporting our collective goal of becoming more client-centric and providing a world-class seamless client experience.

This role reports directly to Client Service Manager or the Client Service Director.

Key responsibilities include but are not limited to handling :

Transaction Requests

Maintenance Requests

Inquiry Requests

Risk Management

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

  • 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.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be :

  • 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 PNCs Enterprise Risk Management Framework.
  • Qualifications

    Successful candidates must demonstrate appropriate knowledge skills and abilities for a role. Listed below are skills competencies work experience education and required certifications / licensures needed to be successful in this position.

    Competencies

    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

    Work Experience

    Roles at this level typically require a university / college degree with

    Education

    Bachelors

    Certifications

    No Required Certification(s)

    Licenses

    No Required License(s)

    Benefits

    PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility options for full-time employees include : 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.

    In addition PNC generally provides the following paid time off depending on your eligibility : 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; and years of service.

    To learn more about these and other programs including benefits for full time and part-time employees visit Your PNC Total Rewards.

    Disability Accommodations Statement

    If an accommodation is required to participate in the application process please contact us via email at . Please include accommodation request in the subject line title and be sure to include your name the job ID and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say Workday for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    Equal Employment Opportunity (EEO)

    PNC provides equal employment opportunity to qualified persons regardless of race color sex religion national origin age sexual orientation gender identity disability veteran status or other categories protected by law.

    This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and for any registered role the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and / or the Financial Industry Regulatory Authority (FINRA) which prohibit the hiring of individuals with certain criminal history.

    California Residents

    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

    Required Experience :

    IC

    Key Skills

    Restaurant Experience,Time Management,Food Service,Data Entry,Customer Service,Direct Support,Computer Skills,Serving Experience,Medical office experience,Dietary Department Experience,Medical Terminology,Phone Etiquette

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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