Client Service Associate

About the Role

• Serves as the primary point of contact for clients and advisors in the execution of client servicing and administrative requests.
• Initiates or completes activities across all PNC Private Bank products and services (Banking, Investment, and Fiduciary).
• Partners with Advisors/Leaders on any client-related activities.
• Owns the service experience and partners with Advisors, Middle Office, or Operations teams for service request fulfillment.
• Reports directly to Client Service Manager or Client Service Director.

Key Responsibilities

• Develops and maintains long-term client relationships.
• Actively manages client expectations to ensure maximum satisfaction.
• 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.
• Serves as a point of contact for clients, client teams, or service partners.
• Escalates client implementation and servicing issues to senior leadership as necessary.
• 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.
• Handles:
• Transaction Requests
• Maintenance Requests
• Inquiry Requests
• Risk Management

Requirements & Tech Stack

• Customer Focused: Knowledgeable of values and practices that align customer needs and satisfaction.
• Managing Risk: Assessing and effectively managing risks associated with business objectives and activities.

Qualifications

• 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
• Education: Bachelors degree.

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

• Work Experience: < 1 year of professional experience.
• Certifications: No Required Certification(s).
• Licenses: No Required License(s).