PNC-posted 2 months ago
Full-time • Entry Level
5,001-10,000 employees

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 Philadelphia, PA. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion. 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). As the owner of the service experience, the Client Service Associate also partners closely with the Advisors/Leaders, Middle Office, or Operations teams for service request fulfillment, supporting our client-centric goal by providing a world-class, seamless client experience.

  • Provides sales, service and execution support for new and ongoing client relationships.
  • May serve as a customer solutions resource.
  • Gathers required documentation.
  • Prepares, reviews and verifies documents and relevant information for accuracy.
  • Performs common processing and ensures compliance with standard regulations and processes.
  • May administer complex implementation plans and related client interactions.
  • Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for complex client implementation and servicing issues.
  • Initiates, updates and verifies client, account, or transaction details in relevant systems/applications.
  • Provides reports as needed.
  • Serves as a peer resource and may perform general administrative support.
  • Typically requires 4+ years of related business or functional experience.
  • Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties.
  • In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
  • Business Decisions
  • Client Counseling
  • Client Relationship Building
  • Competitive Advantages
  • Customer Experience (CX)
  • Personal Initiative
  • Relationship Management
  • Results-Oriented
  • 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
  • 8 occasional absence days each year
  • Between 15 to 25 vacation days each year, depending on career level and years of service
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