Client Service Associate

About the Role

Based in Phoenix, AZ.

PNC fosters a supportive, in-office culture where employees can thrive.

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 update
• 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 and works collectively to solve problems.
• Tracks 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.

Employee Expectations

• 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 risks associated with business objectives and activities to ensure adherence to and support of PNC's Enterprise Risk Management Framework.

Requirements & Tech Stack

• 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

Qualifications

Work Experience:

• Roles at this level typically require a university/college degree with less than 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)