Client Investment Specialist

2 weeks ago


Salt Lake, Utah, United States PNC Financial Services Group Full time

Position Overview: The role of the Investment Services Consultant at PNC is pivotal in providing exceptional financial guidance and support to our clients. As a licensed professional, you will engage with clients over the phone, offering tailored investment solutions that align with their financial aspirations.

Key Responsibilities:

  • Develop and nurture a robust client base through meaningful service interactions.
  • Oversee the complete customer journey, efficiently managing service transactions while identifying sales opportunities.
  • Promote PNC's diverse range of products and services to both existing and potential clients, showcasing how we can assist them in achieving their financial objectives.
  • Utilize insightful conversations to uncover client needs, executing sales or making referrals to relevant partners as necessary.
  • Enhance customer loyalty and increase wallet share by delivering a distinctive customer experience.
  • Apply comprehensive product knowledge to address client inquiries and resolve issues effectively.
  • Maintain consistent communication with internal partners and clients to foster strong relationships that encourage referrals.
  • Ensure high levels of customer satisfaction, adhering to PNC's core values and service level agreements.
  • Comply with all applicable regulations and guidelines, ensuring accurate documentation of all client transactions.

Qualifications: Successful candidates will exhibit the necessary knowledge, skills, and abilities for this role. The following qualifications are preferred:

  • Skills: Client Prospecting, Relationship Management, Financial Analysis, Effective Communication.
  • Competencies: Attention to Detail, Customer Experience Management, Managing Multiple Priorities.
  • Experience: A university/college degree is typically required.
  • Licenses: FINRA Series 7 and 66 (or 63 & 65) are mandatory, along with Life and Health Insurance.

Benefits: PNC offers a comprehensive benefits package designed to support your needs now and in the future, including medical coverage, dental and vision options, life insurance, disability protection, and retirement plans.

Equal Employment Opportunity: PNC is committed to providing equal employment opportunities to all qualified individuals, regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other protected category.



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