Client Service Associate - Pittsburgh PA

VetJobs•Pittsburgh, PA

5d•Onsite

About The Position

The Client Service Associate is part of PNC Private Bank and is based in Pittsburgh, Pennsylvania. This role serves as the primary point of contact for clients and advisors, executing client servicing and administrative requests across banking, investment, and fiduciary products and services. The associate partners with advisors, middle-office teams, and operations teams to fulfill service requests and deliver a seamless client experience. The position reports directly to a Client Service Manager or Client Service Director. The associate develops and maintains long-term client relationships, manages client expectations, and provides exceptional service and accurate execution on client requests, inquiries, and transactions. The role also identifies opportunities to use digital tools for self-service, learns relevant technologies, communicates with internal partners to resolve issues, and seeks service improvements based on client feedback. PNC describes this position as in-office.

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.
Roles at this level typically require less than one year of professional experience and/or successful completion of a formal development program.
Demonstrated knowledge, skills, and abilities in accuracy and attention to detail; customer support policies, standards, 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.
No required licenses.

Responsibilities

Develop and maintain long-term client relationships and actively manage client expectations.
Provide exceptional client service and execute client 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 client implementation and servicing issues to senior leadership as necessary.
Partner with advisors, middle-office teams, and operations teams to fulfill service requests.
Communicate with internal partners to identify and resolve potential issues and track open issues to resolution.
Identify opportunities to use digital tools to offer successful self-service solutions.
Learn and understand existing and upcoming technologies to support client consultation and requests.
Determine service improvements and solicit client input and feedback to drive satisfaction.
Handle transaction, maintenance, inquiry, and risk-management requests.

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 programs that are fully paid.
Wellness program with financial incentives.
Maternity and/or parental leave, subject to eligibility.
Up to 11 paid holidays each year, subject to eligibility.
Nine occasional absence days each year, unless otherwise required by law, subject to eligibility.
Between 15 and 25 vacation days each year depending on career level and years of service, subject to eligibility.