Client Relationship Specialist

2 weeks ago

Naples, Florida, United States PNC Financial Services Group Full time
Position Summary

At PNC Financial Services Group, our workforce is our most significant differentiator and competitive edge in the sectors we operate. We are all committed to providing the finest experience for our clients. Each day, we collaborate to cultivate an inclusive workplace culture where all employees feel appreciated, respected, and have the opportunity to contribute to the organization's success. As a Client Relationship Specialist within the PNC Private Bank division, you will be part of a dedicated team.

The Client Relationship Specialist acts as the main liaison for our clients and advisors in fulfilling client service and administrative requests by initiating or completing tasks across all PNC Private Bank offerings (Banking, Investment, and Fiduciary). This role also collaborates with Advisors and Leaders on any client-related activities.

As the custodian of the service experience, the Client Relationship Specialist works closely with Advisors, Middle Office, or Operations teams to ensure service request fulfillment, supporting our shared objective of becoming more client-focused and delivering a world-class, seamless client experience.

This position reports directly to the Client Service Manager or the Client Service Director.

Key Responsibilities
  • Provides sales, service, and execution support for new and ongoing client relationships. May serve as a resource for customer solutions.
  • Collects necessary documentation. Prepares, reviews, and verifies documents and relevant information for accuracy. Executes common processing and ensures compliance with standard regulations and procedures. May manage complex implementation plans and related client interactions.
  • Acts as a point of contact for clients, client teams, or service partners and may serve as an escalation point for intricate client implementation and servicing issues.
  • Initiates, updates, and verifies client, account, or transaction details in relevant systems/applications. Provides reports as necessary.
  • Serves as a peer resource and may perform general administrative support.
Core Competencies

PNC employees take pride in our reputation, and to continue building upon that, we expect our employees to be:
  • Customer-Centric - 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 tailored customer solutions.
  • Risk Management - Assessing and effectively managing all risks associated with their business objectives and activities to ensure adherence to and support of PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role. Listed below are the skills, competencies, work experience, education, and required certifications/licensures needed to excel in this position.

Preferred Skills
Business Decisions, Client Relations, Competitive Advantages, Consulting, Customer Experience (CX), Relationship Management, Results-Oriented, Taking Initiative

Competencies
Accuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Management Process, Products and Services, Sales Support and Administration

Work Experience
Roles at this level typically require an Associate's degree or equivalent, along with related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of relevant business or functional experience. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.

Education
Associate's Degree

Certifications
No Required Certification(s)

Licenses
No Required License(s)

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; 8 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.

To learn more about these and other programs, including benefits for full-time and part-time employees, visit the PNC website.

*For more information, please click on the following links:

Time Away from Work

PNC Full-Time Benefits Summary

PNC Part-Time Benefits Summary

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC, we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

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.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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