Client Service Associate

PNC • Cleveland, OH

21d • $52,500 - $87,500 • Onsite

About The Position

At PNC, employees work together to deliver strong customer experiences and contribute to an inclusive workplace. This Client Service Associate role is part of PNC’s Private Bank organization and is based in Cleveland, Ohio. PNC describes itself as an in-office company and encourages candidates to discuss workplace expectations with their recruiter and hiring manager. PNC will not sponsor employment visas or participate in STEM OPT for this position.

The role develops and maintains long-term client relationships, manages client expectations, and provides exceptional service and accurate execution of client requests, inquiries, and transactions. The associate serves as a contact for clients, client teams, and service partners; collaborates with internal partners to resolve and track issues; and escalates servicing or implementation concerns as needed. The associate also learns relevant technologies, identifies digital self-service opportunities, and seeks client feedback and service improvements.

The position requires a bachelor’s degree or, in lieu of a degree, a comparable combination of education, job-specific certification, and experience (including military service) may be considered. Roles at this level typically require less than one year of professional experience or successful completion of a formal development program. The role is incentive eligible, with payment based on company, business, and/or individual performance.

Requirements

• Bachelor’s degree; in lieu of a degree, a comparable combination of education, job-specific certification(s), 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.
• Knowledge, skills, and abilities 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.
• Demonstrate customer focus and effectively manage risks associated with business objectives and activities.
• No required certifications.
• No required licenses.

Responsibilities

• Develop and maintain long-term client relationships.
• Actively manage client expectations to maximize satisfaction with products and services.
• 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 provide successful self-service solutions.
• Serve as a point of contact for clients, client teams, or service partners.
• Escalate client implementation and servicing issues to senior leadership as necessary.
• Communicate with internal partners to identify potential issues, collectively solve problems, and track open issues through resolution.
• Learn and understand existing and upcoming technologies to support client consultation and requests.
• Proactively identify service improvements and solicit client feedback to drive satisfaction.
• Apply customer-focused practices and manage risks in accordance with PNC’s Enterprise Risk Management Framework.

Benefits

• Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
• Dental and vision options, subject to eligibility.
• Employee and spouse/child life insurance, subject to eligibility.
• Short- and long-term disability protection, subject to eligibility.
• 401(k) with PNC match, pension, and stock purchase plans, subject to eligibility.
• Dependent care reimbursement account and back-up child/elder care, subject to eligibility.
• Adoption, surrogacy, and doula reimbursement, subject to eligibility.
• 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.
• 15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.
• Incentive-eligible compensation based on company, business, and/or individual performance.

What This Job Offers

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