Client Service Associate

PNC • Laredo, TX

12d • Onsite

About The Position

The Client Service Associate works within PNC's Private Bank organization and is based in Laredo, Texas. The role develops and maintains long-term client relationships, manages client expectations, and delivers responsive service and accurate execution of client requests, inquiries, and transactions. This includes money movement, demographic updates, beneficiary administration, security transfers, credit transactions, and research requests.

The associate serves as a point of contact for clients, client teams, and service partners; identifies appropriate digital self-service solutions; and escalates implementation or servicing issues when needed. The role also coordinates with internal partners to resolve problems, tracks open issues through resolution, learns relevant technologies, and seeks service improvements and client feedback. PNC describes the position as in-office and emphasizes customer focus and effective risk management.

Requirements

• Typically requires a university or college degree with less than one year of professional experience and/or successful completion of a formal development program; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
• Bachelor's degree listed under Education.
• Demonstrate knowledge, skills, and abilities relevant to the role, including accuracy and attention to detail, client relationship management, customer support policies and procedures, decision making and critical thinking, fiduciary responsibilities, investment management, managing multiple priorities, and knowledge of products and services.

Responsibilities

• Develop and maintain long-term client relationships.
• Manage client expectations to support satisfaction with products and services.
• Provide exceptional service and accurate execution of client requests, inquiries, and transactions, including money movement, demographic updates, beneficiary administration, security transfers, credit transactions, and research requests.
• Identify opportunities to use digital tools to provide self-service solutions.
• Serve as a point of contact for clients, client teams, and service partners.
• Escalate client implementation and servicing issues as necessary to senior leadership.
• Communicate with internal partners to identify potential issues, solve problems collectively, and track open issues through resolution.
• Learn existing and upcoming technologies to support client consultation and requests.
• Determine service improvements proactively and solicit client feedback to improve satisfaction.
• Apply customer-focused practices and manage risks in accordance with PNC's Enterprise Risk Management Framework.

Benefits

• Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
• 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 and elder care.
• Adoption, surrogacy, and doula reimbursement.
• Educational assistance, including select fully paid programs.
• Wellness program with financial incentives.
• Maternity and/or parental leave, subject to eligibility.
• Up to 11 paid holidays each year, subject to eligibility.
• 9 occasional absence days each year, subject to eligibility and applicable law.
• 15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level