Client Service Associate

PNC • Pittsburgh, PA

10d • Onsite

About The Position

The Client Service Associate works within PNC Private Bank in Pittsburgh, Pennsylvania, serving as a primary point of contact for clients and advisors on client servicing and administrative requests across banking, investment, and fiduciary products and services. The role partners with advisors, leaders, middle-office teams, and operations teams to fulfill service requests and provide a seamless client experience. It reports directly to a Client Service Manager or Client Service Director.

The associate develops and maintains long-term client relationships, manages expectations, and delivers accurate and timely execution of client requests, inquiries, and transactions. The role also identifies opportunities to use digital tools for self-service, communicates with internal partners to resolve and track issues, learns relevant technologies, and proactively seeks service improvements and client feedback. PNC describes this position as in-office.

Requirements

• A bachelor’s degree is listed under Education; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
• Roles at this level typically require less than one year of professional experience and/or successful completion of a formal development program.
• Demonstrated competencies in accuracy and attention to detail, customer support policies and procedures, decision making and critical thinking, effective communications, flexibility and adaptability, managing multiple priorities, problem management, products and services, and sales support and administration.
• No required certifications or licenses.

Responsibilities

• Develop and maintain long-term client relationships and manage client expectations.
• Provide exceptional service and accurate execution of requests, inquiries, and transactions, including money movement, demographic updates, beneficiary administration, security transfers, credit transactions, and research requests.
• Serve as a point of contact for clients, client teams, and service partners; escalate implementation and servicing issues as necessary.
• Identify opportunities to use digital tools and offer self-service solutions.
• Communicate with internal partners to identify and resolve potential issues and track open issues through resolution.
• Learn existing and upcoming technologies to support client consultation and requests.
• Proactively identify service improvements and solicit client feedback to increase satisfaction.
• Handle transaction, maintenance, inquiry, and risk-management requests.
• Assess and manage risks associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework.

Benefits

• Medical and prescription drug coverage, with 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, depending on eligibility.
• Up to 11 paid holidays each year, depending on eligibility.
• Nine occasional absence days each year, unless otherwise required by law, depending on eligibility.
• Between 15 and 25 vacation days each year, depending on career level and eligibility.

What This Job Offers

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