Client Solutions Expert
5 days ago
We are seeking a highly skilled Client Solution Specialist Sr to join our team at PNC Investments LLC. As a key member of our client-facing team, you will be responsible for providing exceptional sales, service, and execution support to our clients.
Key Responsibilities- Provide sales, service, and execution support to new and ongoing client relationships.
- Gather required documentation, prepare, review, and verify documents and relevant information for accuracy.
- Perform common processing and ensure compliance with standard regulations and processes.
- Act 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.
- Initiate, update, and verify client, account, or transaction details in relevant systems/applications.
- Provide reports as needed.
- Associates degree or equivalent experience.
- 4+ years of related business or functional experience.
- FINRA Series 7, 63 (or 66) certification required.
PNC Investments LLC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options 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.
We foster an inclusive and accessible workplace and provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
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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Client Solutions Expert
4 weeks ago
Pennsylvania, United States PNC Investments LLC Full timeJob SummaryPNC Investments LLC is seeking a highly skilled Client Solutions Expert to join our team. As a Client Solutions Expert, you will be responsible for providing exceptional sales, service, and execution support to our clients.Key ResponsibilitiesProvide sales, service, and execution support to new and ongoing client relationships.Act as a customer...
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Client Solutions Expert
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Pennsylvania, United States PNC Investments LLC Full timeJob SummaryPNC Investments LLC is seeking a highly skilled Client Solutions Expert to join our team. As a Client Solutions Expert, you will be responsible for providing exceptional sales, service, and execution support to our clients.Key ResponsibilitiesProvide sales, service, and execution support to new and ongoing client relationships.Act as a customer...
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Pennsylvania, United States PNC Investments LLC Full timeJob SummaryWe are seeking a highly skilled Client Solution Specialist Sr to join our team at PNC Investments LLC. As a key member of our client-facing team, you will be responsible for providing exceptional sales, service, and execution support to our clients.Key ResponsibilitiesProvide sales, service, and execution support to new and ongoing client...
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Pennsylvania, United States PNC Investments LLC Full timeJob SummaryWe are seeking a highly skilled Client Solution Specialist Sr to join our team at PNC Investments LLC. As a key member of our client-facing team, you will be responsible for providing exceptional sales, service, and execution support to our clients.Key ResponsibilitiesProvide sales, service, and execution support to new and ongoing client...
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