Client Service Associate
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected, valued, and have opportunities to contribute to the company’s success. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.
About the role
As a Client Service Associate within PNC's Private Bank organization, you will be based in Phoenix, AZ or Houston, TX. This role focuses on developing and maintaining long-term client relationships, managing client expectations, and ensuring maximum satisfaction with products and services.
Responsibilities
- Provide exceptional client service and flawless execution on client requests, including money movement, demographic updates, beneficiary administration, security transfers, credit transactions, and research requests.
- Identify opportunities for digital tools to offer self-service solutions.
- Serve as a point of contact for clients, client teams, or service partners, and escalate client implementation and servicing issues as necessary.
- Communicate with internal partners to identify potential issues, solve problems, and track open issues to resolution.
- Learn and understand existing and upcoming technologies to support client consultation and requests.
- Proactively determine service improvements and solicit client input and feedback to drive client satisfaction.
- Adhere to PNC’s values and practices, ensuring customer needs and satisfaction are primary considerations in all business decisions.
- Assess and manage risks associated with business objectives and activities to support PNC’s Enterprise Risk Management Framework.
Requirements
- Customer Focus: Knowledgeable of values and practices that align customer needs and satisfaction as primary considerations.
- Managing Risk: Ability to assess and manage risks to adhere to PNC’s Enterprise Risk Management Framework.
Qualifications
- Typically requires 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.
- 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
- Bachelor’s degree.
Benefits
- 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 fully paid programs.
- Robust wellness program with financial incentives.
- Paid time off: maternity and/or parental leave, up to 11 paid holidays each year, 9 occasional absence days each year, and 15 to 25 vacation days each year depending on career level and years of service.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.