Market Coordinator II - PNC Private Bank

PNC • San Francisco, CA

13d • $37,003 - $89,700 • Onsite

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 Market Coordinator within PNC's Private Bank organization, you will be based in San Francisco, CA. This position may also be located in Walnut Creek, CA or San Jose, CA. The Market Coordinator (MC) is a trusted partner to the PNC Private Bank Leadership and Advisor teams. The Market Coordinator partners with leadership and advisor team members to proactively manage their administrative needs. This enables advisor capacity to work more closely with clients by providing essential day-to-day office support, which will help our clients achieve and maintain financial success. The Market Coordinator fulfills responsibilities across all PNC Private Bank disciplines. This role reports directly to the Sales Leader or Functional Leader for their respective location. Job Description Provides sales, service and execution support for new and ongoing client relationships. Analyzes, assesses, and documents client requirements. Manages the administration of multiple complex client implementations simultaneously and related client interactions. Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services. May serve as a customer solutions and peer resource. Acts as a point of contact for clients, client teams or service partners. Facilitates/coordinates internal and external stakeholder meetings. Participates in special projects and initiatives. Creates and maintains project documentation, and creates/delivers reporting on project progress. Escalates client implementation and servicing issues as necessary and helps resolve challenges regarding implementation, servicing and production support issues raised by staff or client. Helps identify and drive development of necessary solutions. Ensures positive ongoing client experiences. Gathers required documentation and prepares, reviews, and verifies documents and relevant information for accuracy. Performs complex processing and ensures compliance with standard regulations and processes.

Requirements

• strong organizational skills
• must be proficient with technology, and able/ready to learn
• must be able to work well in a team environment
• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles at this level typically require a university / college degree with < 1 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 certification(s), and experience (including military service) may be considered.

Responsibilities

• Provides sales, service and execution support for new and ongoing client relationships.
• Analyzes, assesses, and documents client requirements.
• Manages the administration of multiple complex client implementations simultaneously and related client interactions.
• Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services.
• May serve as a customer solutions and peer resource.
• Acts as a point of contact for clients, client teams or service partners.
• Facilitates/coordinates internal and external stakeholder meetings.
• Participates in special projects and initiatives.
• Creates and maintains project documentation, and creates/delivers reporting on project progress.
• Escalates client implementation and servicing issues as necessary and helps resolve challenges regarding implementation, servicing and production support issues raised by staff or client.
• Helps identify and drive development of necessary solutions.
• Ensures positive ongoing client experiences.
• Gathers required documentation and prepares, reviews, and verifies documents and relevant information for accuracy.
• Performs complex processing and ensures compliance with standard regulations and processes.

Benefits

• PNC offers a comprehensive range of benefits to help meet your needs now and in the future.
• Depending on your eligibility, options for full-time employees include: 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.
• In addition, PNC generally provides the following paid time off, depending on your eligibility: 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: Entry Level