Client Onboarding Associate

PNC•Phoenix, AZ

1d•Onsite

About The Position

The Client Onboarding Associate (COA) is a trusted partner to the PNC Private Bank and Service teams. The COA, together with the Advisors, Service Partners and other PNC Private Bank team members, will help our clients achieve and maintain financial success. The COA partners with the team will help to ensure that our Investment Management, IRA, other Non-Trust Accounts and all deposit account types are originated and documented in accordance with the governing instrument, state law, and PNC policies, procedures and processes. The COA will provide end to end onboarding coverage beginning with account opening, through account funding and other onboarding activities to ensure consistent execution and positive client experiences.

Requirements

Accuracy and Attention to Detail
Customer Support Policies, Standards and Procedures
Decision Making and Critical Thinking
Effective Communications
Managing Multiple Priorities
Products and Services
Quality Management
Sales Support and Administration
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.

Responsibilities

Account Opening for deposit and investment management products
Initiating, Tracking, and Validating Account Funding & Asset Transfer
Fully Onboarding Clients to PNC Private Bank including online set up (pnc.com and Portfolio view), client welcome engagement, service team introduction, etc.
Records Retention and Compliance
Implements new products and services for clients.
Reviews requirements and gathers deliverables to complete the client onboarding, account opening, and asset funding requirements.
Provides sales or consultative support to prospects or clients in select deals.
Utilizes data provided digitally by clients, from internal partners, and/or internal applications to establish or update client-specific information for relevant products or services.
Coordinates and produces relevant onboarding packages for validation and system processing.
Analyzes, assesses and documents adherence to established requirements, processes, and procedures throughout end-to-end experience.
Collects and checks required AML/KYC client documentation for onboarding process and ongoing refresh.
Communicates status updates in accordance to client and partner expectations throughout the onboarding process.
Advises clients or internal partners on additional information needs, required document clarifications, or other onboarding requirements.
Helps resolve challenges regarding onboarding issues raised by clients or internal partners and escalates issues as necessary to senior leadership.
Identify/develop necessary solutions.
Ensures positive ongoing client experiences.
Manages multiple onboarding requests simultaneously across many products or services; reports progress relative to service level performance.
Build relationships with key internal partners.

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 programs fully paid
a 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