Client Service Associate

PNC Bank • Pittsburgh, PA

8d • Onsite

About The Position

The Client Service Associate works within PNC Private Bank and is based in Pittsburgh, Pennsylvania. The role serves as a primary point of contact for clients and advisors, handling client servicing and administrative requests across banking, investment, and fiduciary products and services. The associate partners with advisors and leaders, as well as Middle Office and Operations teams, to fulfill service requests and provide a seamless client experience. This position reports to a Client Service Manager or Client Service Director.

The associate develops and maintains long-term client relationships, manages expectations, and delivers accurate, timely service on requests, inquiries, and transactions. The role also identifies opportunities to use digital self-service tools, communicates with internal partners to resolve issues, learns relevant technologies, and seeks feedback and service improvements. PNC describes this as an in-office role. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

• Bachelor’s degree; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
• Typically, 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.
• Competencies include 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 process; products and services; and sales support and administration.

Responsibilities

• Develop and maintain long-term client relationships.
• Actively manage client expectations to support satisfaction with products and services.
• 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.
• Identify opportunities to use digital tools to provide self-service solutions.
• Serve as a point of contact for clients, client teams, and service partners; escalate implementation and servicing issues as necessary to senior leadership.
• Communicate with internal partners to identify potential issues, collaboratively solve problems, and track open issues through resolution.
• Learn existing and upcoming technologies to support client consultation and requests.
• Determine service improvements and solicit client input and feedback to improve client satisfaction.
• Handle transaction, maintenance, inquiry, and risk-management requests.
• Partner with advisors, Middle Office, and Operations teams to fulfill service requests.

Benefits

• Medical and prescription drug coverage, including a Health Savings Account feature, for eligible full-time employees.
• 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, 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 years of service.

What This Job Offers

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