Client Service Associate

PNC Bank • Fort Lauderdale, FL

3d • Onsite

About The Position

As a Client Service Associate within PNC's Private Banking organization, the employee is based in Ft. Lauderdale, Florida. PNC describes itself as an in-office company and encourages candidates to confirm workplace expectations with their recruiter and hiring manager. The role develops and maintains long-term client relationships and delivers responsive, accurate service for client requests, inquiries, and transactions. It also supports client teams and service partners, coordinates issue resolution with internal partners, and identifies opportunities to improve service and use digital tools.

Requirements

• Bachelor's degree; in lieu of a degree, a comparable combination of education, job-specific certifications, and experience (including military service) may be considered.
• Typically requires less than one year of professional experience and/or successful completion of a formal development program.
• Demonstrate appropriate knowledge, skills, and abilities for 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.
• Actively manage client expectations to maximize satisfaction with products and services.
• Deliver exceptional client service and accurately execute 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 successful self-service solutions.
• Serve as a point of contact for clients, client teams, and service partners, escalating implementation and servicing issues to senior leadership as necessary.
• Communicate with internal partners to identify potential issues, work collectively to solve problems, and track open issues through resolution.
• Learn and understand existing and upcoming technologies to support client consultation and requests.
• Proactively determine service improvements and solicit client input and feedback to drive client satisfaction.
• Focus on customer needs and satisfaction when making business decisions and creating customized customer solutions.
• 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, including 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 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
• Up to 11 paid holidays each year
• Nine occasional absence days each year, unless otherwise required by law
• Between 15 and 25 vacation days each year, depending on career level and years of service

What This Job Offers

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