Client Service Associate

PNC • Fort Lauderdale, FL

5d • Onsite

About The Position

The Client Service Associate works within PNC’s Private Banking organization and is based in Ft. Lauderdale, Florida. The role develops and maintains long-term client relationships, manages expectations, and delivers exceptional service and accurate execution of client requests, inquiries, and transactions. These may include money movement, demographic updates, beneficiary administration, security transfers, credit transactions, and research requests.

The associate serves as a contact for clients, client teams, and service partners; identifies opportunities to use digital tools for self-service; and escalates implementation or servicing issues when needed. The role also works with internal partners to identify and resolve problems, track issues through resolution, understand technologies that support client needs, and seek service improvements and client feedback. PNC describes the role as in-office and emphasizes customer focus and effective risk management.

Requirements

• Typically requires a university or college degree with less than one year of professional experience, and/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.
• Demonstrated knowledge, skills, and abilities relevant to 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 products and services.
• Bachelor’s degree listed under Education.

Responsibilities

• Develop and maintain long-term client relationships and manage client expectations to maximize satisfaction.
• Provide 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 offer clients self-service solutions.
• Serve as a point of contact for clients, client teams, and service partners; escalate implementation and servicing issues as appropriate.
• Communicate with internal partners to identify potential issues, work collaboratively to solve problems, and track open issues through resolution.
• Learn existing and upcoming technologies to support client consultation and requests.
• Identify service improvements and solicit client input and feedback to improve client satisfaction.
• Apply customer-focused practices and manage risks in alignment with PNC’s Enterprise Risk Management Framework.

Benefits

• Medical and prescription drug coverage, with a Health Savings Account feature, for eligible full-time employees.
• Dental and vision coverage 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, subject to eligibility.
• Up to 11 paid holidays per year, subject to eligibility.
• Nine occasional absence days per year, unless otherwise required by law.
• Between 15 and 25 vacation days per year depending on career level and years of service.

What This Job Offers

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