Client Service Associate

PNC • Phoenix, AZ

17d • Onsite

About The Position

As a Client Service Associate in PNC's Private Banking organization, this role is based in Phoenix, Arizona. The position develops and maintains long-term client relationships and manages client expectations to support satisfaction with PNC products and services. It provides responsive, accurate service for client requests, inquiries, and transactions, including 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 as needed. The role works with internal partners to identify and resolve potential problems, tracks open issues through resolution, learns relevant technologies, and seeks service improvements using client feedback. PNC describes the position as in-office and emphasizes customer focus and effective risk management.

PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

• Bachelor's degree.
• Typically, 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 in lieu of a degree.
• Demonstrated appropriate knowledge, skills, and abilities for 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 knowledge of products and services.

Responsibilities

• Develop and maintain long-term client relationships.
• Manage client expectations to maximize satisfaction with products and services.
• Provide exceptional client service and accurate execution of 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, and service partners.
• Escalate client implementation and servicing issues to senior leadership as necessary.
• Communicate with internal partners to identify potential issues, solve problems collaboratively, and track open issues through resolution.
• Learn existing and upcoming technologies to support client consultations and requests.
• Determine service improvements proactively and solicit client input and feedback to drive satisfaction.
• Focus on customer needs and satisfaction when making business decisions and creating customized solutions.
• Assess and manage risks associated with business objectives and activities in support of PNC's Enterprise Risk Management Framework.

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 fully paid programs.
• 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, subject to eligibility.

What This Job Offers

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