Client Service Associate

PNC • Phoenix, AZ

9d • Onsite

About The Position

At PNC, employees work together to deliver a strong customer experience and contribute to an inclusive workplace. This Client Service Associate role is within PNC's Private Banking organization, supporting the West Coast division, and is based in Phoenix, Arizona. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC will not sponsor employment visas or participate in STEM OPT for this position.

The associate develops and maintains long-term client relationships and manages client expectations to support satisfaction with products and services. The role provides client service and executes requests, inquiries, and transactions, including money movement, demographic updates, beneficiary administration, security transfers, credit transactions, and research requests. It also identifies opportunities to use digital tools for self-service, serves as a contact for clients and service partners, and escalates issues when necessary. The associate collaborates with internal partners to resolve and track issues, learns relevant technologies, and seeks service improvements through client feedback.

Successful candidates demonstrate the knowledge, skills, and abilities needed for the role. Roles at this level typically require a university or college degree and less than one year of professional experience, or successful completion of a formal development program. A comparable combination of education, job-specific certifications, and experience, including military service, may be considered instead of a degree. A bachelor's degree is listed under Education. No certifications or licenses are required.

Requirements

• Bachelor's degree listed under Education; a comparable combination of education, job-specific certification(s), 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.
• Knowledge and competencies in accuracy and attention to detail, client relationship management, customer support policies, standards and procedures, decision making and critical thinking, fiduciary responsibilities, investment management, managing multiple priorities, and products and services.
• Demonstrated customer focus and ability to assess and manage risks in support of PNC's Enterprise Risk Management Framework.

Responsibilities

• Develop and maintain long-term client relationships.
• Manage client expectations to support satisfaction with products and services.
• Provide client service and 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, or service partners, and escalate implementation or servicing issues to senior leadership as needed.
• Communicate with internal partners to identify potential issues, resolve 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 input and feedback to improve satisfaction.
• Demonstrate customer focus and manage risks in accordance with PNC's Enterprise Risk Management Framework.

Benefits

• Medical and 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 plan
• 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
• 9 occasional absence days each year, unless otherwise required by law
• 15 to 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