Client Service Associate

About the Role

As a Client Service Associate within PNC's Private Banking organization supporting the West Coast division, you will be based in Phoenix, AZ. PNC is an in-office company that fosters a supportive culture.

Key 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, including:
• Money movement
• Demographic updates
• Beneficiary administration
• Security transfers
• Credit transactions
• 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 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.

Requirements & Tech Stack

• PNC Employees are expected to be:
• Customer Focused: Knowledgeable of 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.

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
• Experience: 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.
• Education: Bachelors
• Certifications: No Required Certification(s)
• Licenses: No Required License(s)
• Language Assessments: No Required or Preferred Language Assessments

Note: PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. This position is subject to certain legal requirements regarding criminal history.