Client Onboarding Associate

PNC • Louisville, KY

1d • Onsite

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Service Associate within PNC's Private Bank organization, you will be based in Louisville, KY. The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any client related activities. As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience. This role reports directly to Client Service Manager or the Client Service Director. Job Description 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. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the 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

• 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
• 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.

Responsibilities

• Transaction Requests
• Maintenance Requests
• Inquiry Requests
• Risk Management
• 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

• PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
• Depending on your eligibility, options for full-time employees include: 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.
• In addition, PNC generally provides the following paid time off, depending on your eligibility: 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.
• To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees