Client Service Associate
About The Position
The Client Service Associate works within PNC's Private Banking organization and is based in Phoenix, Arizona. This in-office role focuses on developing and maintaining long-term client relationships, managing client expectations, and delivering exceptional service and accurate execution of client requests and transactions. The associate serves as a contact for clients, client teams, and service partners; coordinates with internal partners to identify and resolve issues; and escalates matters as needed. The role also involves helping clients use digital self-service tools, staying informed about technologies, and seeking feedback and service improvements. PNC emphasizes customer focus and effective management of business risks.
Requirements
- Typically, a university or college degree and less than one year of professional experience, or successful completion of a formal development program.
- In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
- Knowledge and skills in 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 products and services.
- No employment visa sponsorship or STEM OPT participation is available for this position.
Responsibilities
- Develop and maintain long-term client relationships.
- Actively manage client expectations to maximize satisfaction with products and services.
- Provide exceptional client service and execute client requests, inquiries, and transactions accurately, including money movement, demographic updates, beneficiary administration, security transfers, credit transactions, and research requests.
- Identify opportunities to use digital tools to provide clients with self-service solutions.
- Serve as a point of contact for clients, client teams, and service partners.
- Escalate client implementation and servicing issues to senior leadership when necessary.
- Communicate with internal partners to identify potential issues, collaboratively solve problems, and track open issues through resolution.
- Learn and understand existing and upcoming technologies to support client consultations and requests.
- Identify service improvements and solicit client input and feedback to improve client satisfaction.
- Adhere to customer-focused practices and effectively manage risks 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
- 15 to 25 vacation days each year, depending on career level and years of service
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
