Client Onboarding Associate

PNC Bank•Louisville, KY

1d•Onsite

About The Position

At PNC, the Client Service Associate within PNC's Private Bank organization serves as the primary point of contact for clients and advisors in executing client servicing and administrative requests across all PNC Private Bank products and services (Banking, Investment and Fiduciary). This role involves partnering with Advisors/Leaders on client-related activities and collaborating with Advisors, Middle Office, or Operations teams for service request fulfillment to provide a seamless client experience. The position reports directly to a Client Service Manager or Client Service Director. Key responsibilities include handling Transaction, Maintenance, Inquiry, and Risk Management requests. The role also involves implementing new products and services, reviewing requirements, gathering deliverables for client onboarding, account opening, and asset funding. It provides sales or consultative support, utilizes digital data for client information, coordinates onboarding packages, and ensures adherence to established processes. The associate collects and checks AML/KYC documentation, communicates status updates, advises on information needs, resolves onboarding challenges, and manages multiple onboarding requests simultaneously while building relationships with internal partners. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance.

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
Bachelors degree

Responsibilities

Handling Transaction Requests
Handling Maintenance Requests
Handling Inquiry Requests
Handling 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
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

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