Client Solution Advisor

PNC • San Diego, CA

2d • $52,500 - $105,000 • Remote

About The Position

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Solution Advisor within PNC's Fortis Advisors organization, you will be based remotely. The Client Solution Advisor will manage Merger & Acquisition post-closing distributions from start to finish which includes analyzing data/spreadsheets and transaction documents, drafting distribution related documentation, interfacing closely with the seller advisory group, banks and buyer team to bring each distribution to a successful close. The Client Solution Advisor is heavily involved in the payment mechanics and tracking post-closing activities related to each Merger & Acquisition transaction. The ideal candidate would be able to understand and decipher complex information contained in transaction documents (i.e. merger agreements, asset purchase agreements, escrow agreements). In addition, they must be able to critically analyze and generate reports from data contained in Excel spreadsheets (i.e. advanced excel skills are a requirement). This role requires a strong attention to detail and accuracy, high sense of ownership, focus on managing and resolving issues, and establishing and maintaining a service-oriented mentality with shareholders to keep them updated with the status of their requests. This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Implements complex new products and services for clients. Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or consultative support to prospects or clients in select deals. Leverages knowledge of industry and PNC products/solutions to identify outside sales opportunities. Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services. Acts a project manager and coordinates the implementation work done by others. Analyzes, assesses and documents client requirements. May identify customization needs, and work with service partners to decision/implement. Manages multiple complex implementations simultaneously, facilitates/coordinates internal and external stakeholder meetings, creates and maintains project documentation, and creates/delivers reporting on progress. Serves as an escalation point and independently resolves challenges regarding implementation and production support issues raised by staff or client. Identifies and drives development of necessary solutions. Ensures positive ongoing client experiences. Serves as team subject matter expert. Coaches staff, Sales, and/or client when needed. Leads team communications and meetings, performs workflow coordination, and participates in special projects and initiatives. May develop and maintain training materials and provide training to service partners and clients.

Requirements

• Advanced excel skills are a requirement
• Strong attention to detail and accuracy
• High sense of ownership
• Focus on managing and resolving issues
• Establish and maintain a service-oriented mentality with shareholders
• Ability to understand and decipher complex information contained in transaction documents (i.e. merger agreements, asset purchase agreements, escrow agreements)
• Ability to critically analyze and generate reports from data contained in Excel spreadsheets
• University / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Nice To Haves

• Business Decisions
• Client Counseling
• Client Relationship Building
• Competitive Advantages
• Customer Experience (CX)
• Personal Initiative
• Relationship Management
• Results-Oriented

Responsibilities

• Manage the processing of post-closing distributions to shareholders
• Analyze and interpret complex shareholder allocation data in Excel spreadsheets (financial models)
• Work with various banks and other parties to ensure shareholders receive their transaction proceeds
• Maintain strong relationships with key internal and external clients, via both phone and email
• Investigate complicated analytical questions and clearly communicate findings to clients
• Prepare mass-distributed client correspondence, managing responses, follow-through and/or resolution
• Partner internally with senior managers to ensure appropriate and timely resolution of client issues
• Implement complex new products and services for clients
• Analyze requirements and gather deliverables to complete the implementation and provide ongoing relationship management
• Maintain client-specific procedures
• Provide sales or consultative support to prospects or clients in select deals
• Leverage knowledge of industry and PNC products/solutions to identify outside sales opportunities
• Consult with clients and service partners to gather and utilize data to establish or update client specific information for products/services
• Act as a project manager and coordinate the implementation work done by others
• Analyze, assess and document client requirements
• Identify customization needs, and work with service partners to decision/implement
• Manage multiple complex implementations simultaneously
• Facilitate/coordinate internal and external stakeholder meetings
• Create and maintain project documentation
• Create/deliver reporting on progress
• Serve as an escalation point and independently resolve challenges regarding implementation and production support issues raised by staff or client
• Identify and drive development of necessary solutions
• Ensure positive ongoing client experiences
• Serve as team subject matter expert
• Coach staff, Sales, and/or client when needed
• Lead team communications and meetings
• Perform workflow coordination
• Participate in special projects and initiatives
• Develop and maintain training materials and provide training to service partners and clients

Benefits

• medical/prescription drug coverage (with 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/elder care
• adoption, surrogacy, and doula reimbursement
• educational assistance, including select programs fully paid
• a robust wellness program with financial incentives
• maternity and/or parental leave
• up to 11 paid holidays each year
• 9 occasional absence days each year, unless otherwise required by law
• between 15 to 25 vacation days each year, depending on career level; and years of service

What This Job Offers

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