Client Service Associate

About the role

The Client Service Associate within PNC Private Bank organization serves as the primary point of contact for clients and advisors, executing client servicing and administrative requests across various PNC Private Bank products and services. This role is based in Pittsburgh, PA and reports directly to a Client Service Manager or Director.

Responsibilities

• Develops and maintains long-term client relationships.
• Manages client expectations to ensure maximum satisfaction with products and services.
• Provides exceptional client service and flawless execution on client requests, inquiries, and transactions such as money movement, demographic updates, beneficiary administration, security transfers, credit transactions, and research requests.
• Identifies opportunities for use of digital tools to offer self-service solutions successfully.
• 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.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• 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 Certifications/Licenses: No
• Language Assessments: Benefits
• Benefits: Comprehensive range of benefits including medical/prescription drug coverage, 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, and a robust wellness program with financial incentives.

Skills

• 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