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 Private Bank organization, you will be based in Indianapolis, IN. 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). 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. This Client Service Associate will servicing clients on Eastern Standard Time, thus will be working EST business hours. Key responsibilities include, but are not limited to, handling: Transaction Requests Maintenance Requests Inquiry Requests Risk Management PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Develops and maintains long term client relationships. Actively manages client expectations to ensure maximum satisfaction with products and service. Provides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests. Identifies opportunities for use of digital tools to offer self-service solutions successfully. Serves as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary to senior leadership. Communicates with internal partners to identify potential issues, working collectively to solve problems and track open issues to resolution. Learns and understands existing and upcoming technologies to support client consultation and requests. Proactively works to determine service improvements and solicit client input and feedback to drive client satisfaction. 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.
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Job Type
Full-time
Career Level
Entry Level