Client Service Associate

About the Role

As a Client Service Associate within PNC's Private Bank organization, you will be based in Cleveland, OH. PNC is an in-office company.

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 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 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 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.

Requirements & Tech Stack

Based on general requirements and not an exhaustive list of technologies.

• Digital Tools
• Technologies

Qualifications

• 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 < 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)

Pay Transparency

• Base Salary: $52,500.00 – $87,500.00
• Salaries may vary based on geographic location, market data, and on individual skills, experience, and education.
• This role is incentive eligible with payment based upon company, business, and/or individual performance.

Benefits

Details on benefits and paid time off may vary based on eligibility. For comprehensive information, visit pncthrive.com.

• 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
• 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.