Client Solutions Expert
2 weeks ago
Job Summary
We are seeking a highly skilled Client Solutions Expert to join our team at PNC Investments LLC. As a Client Solutions Expert, you will be responsible for providing sales, service, and execution support for new and ongoing client relationships.
Key Responsibilities
- Provides sales, service, and execution support for new and ongoing client relationships.
- Gathers required documentation, prepares, reviews, and verifies documents and relevant information for accuracy.
- Performs common processing and ensures compliance with standard regulations and processes.
- Acts as a point of contact for clients, client teams, or service partners and may act as an escalation point for complex client implementation and servicing issues.
- Initiates, updates, and verifies client, account, or transaction details in relevant systems/applications.
- Provides reports as needed.
Requirements
- Associates degree or equivalent experience.
- 4+ years of related business or functional experience.
- FINRA Series 7, 63 (or 66) certification required.
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, 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, and a robust wellness program with financial incentives.
Equal Employment Opportunity
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
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