Current jobs related to Client and Advisor Experience Manager - Cincinnati, Ohio - PNC

  • Treasury Management Client Advisor

    2 weeks ago

    Cincinnati, Ohio, United States Fifth Third Bank, N.A. Full time

    Treasury Management Client AdvisorWe are seeking a highly skilled Treasury Management Client Advisor to join our team at Fifth Third Bank, N.A. As a key member of our Commercial Banking division, you will be responsible for managing a portfolio of top revenue-generating clients and providing exceptional client service.Key Responsibilities:Proactively manage...

  • Treasury Management Client Advisor

    2 weeks ago

    Cincinnati, Ohio, United States Fifth Third Bank, N.A. Full time

    Client Service ExpertiseFifth Third Bank, N.A. is seeking a skilled Treasury Management Client Advisor to join our team. As a key member of our Commercial Division, you will be responsible for managing a portfolio of top revenue-generating clients, providing exceptional service, and driving business growth.Key ResponsibilitiesProactively manage client...

  • Insurance Client Advisor

    2 weeks ago

    Cincinnati, Ohio, United States Wilks Insurance Agency, Inc. Full time

    Job DescriptionWe are seeking a highly motivated and customer-focused Insurance Client Advisor to join our team at Wilks Insurance Agency, Inc. As an Insurance Client Advisor, you will be responsible for providing exceptional customer service to our clients, assessing their insurance needs, and presenting policy options that meet their...

  • Client Success Pool Advisor

    1 week ago

    Cincinnati, Ohio, United States Worldpay Full time

    At Worldpay, we're looking for a Client Success Pool Advisor to join our Cross Sales and Loyalty team. This role is all about building lasting relationships with our customers, colleagues, and communities.We're a fast-paced and ever-changing environment that requires attention to detail and creative solutioning. Our focus is on creating value through...

  • Client Experience Manager

    2 weeks ago

    Cincinnati, Ohio, United States Hirewell Full time

    About the RoleWe are seeking a highly skilled Client Experience Manager to join our team at Hirewell. This is a unique opportunity to make a meaningful impact on our clients' experiences and drive business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients to ensure exceptional service and support.Collaborate with internal...

  • Client Experience Manager

    1 week ago

    Cincinnati, Ohio, United States Hirewell Full time

    Client Experience ManagerHirewell is seeking a skilled Client Experience Manager to bridge the gap between our clients and our team. This role is responsible for ensuring each touchpoint across the client journey is engaging, efficient, and effective.The ideal candidate will provide a superior level of client service to multiple accounts through daily...

  • Trust Investment Advisor

    2 weeks ago

    Cincinnati, Ohio, United States Stock Yards Bank and Trust Full time

    Job Title: Trust Investment AdvisorAt Stock Yards Bank and Trust, we are seeking a highly skilled Trust Investment Advisor to join our team. As a key member of our investment management team, you will be responsible for directing the investment needs and goals of assigned investment management and trust accounts.Key Responsibilities:Participate in asset...

  • Treasury Management Client Portfolio Manager

    2 weeks ago

    Cincinnati, Ohio, United States Fifth Third Bank, N.A. Full time

    Job SummaryWe are seeking a skilled Treasury Management Client Care Advisor to join our team at Fifth Third Bank. As a key member of our Commercial Bank team, you will be responsible for managing a portfolio of top revenue-generating clients and providing exceptional client service.Key Responsibilities Proactively manage a portfolio of top revenue-generating...

  • Lead Advisor

    1 month ago

    Cincinnati, Ohio, United States Personal Choice Financial Advisors, LLC Full time

    Job Opportunity: Lead AdvisorWe are seeking a highly skilled and experienced Lead Advisor to join our team at Personal Choice Financial Advisors, LLC. As a Lead Advisor, you will be responsible for delivering exceptional client experiences, leading client meetings, and developing tailored financial plans to meet the unique needs of our clients.About the...

  • Client Associate/Registered Client Associate

    2 weeks ago

    Cincinnati, Ohio, United States RBC Capital Markets, LLC Full time

    Job SummaryAt RBC Wealth Management, we're seeking a highly skilled and detail-oriented Client Associate/Registered Client Associate to join our team. As a trusted resource to our clients, advisors, and branch, you'll play a critical role in helping our advisors manage and grow their business.Key ResponsibilitiesBuild and maintain professional relationships...

  • Tax Advisor

    2 weeks ago

    Cincinnati, Ohio, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at Block Advisors. As a Tax Advisor, you will be responsible for providing expert tax guidance and support to our clients, helping them navigate complex tax situations and achieve their financial goals.Key ResponsibilitiesBuild and maintain strong relationships with clients, providing...

  • Tax Advisor

    2 weeks ago

    Cincinnati, Ohio, United States H&R Block Full time

    About the RoleAs a Tax Advisor with Block Advisors, you will play a vital role in helping individuals and small businesses navigate the complexities of tax preparation and planning. With a strong focus on building client relationships and providing exceptional service, you will be responsible for conducting tax interviews, preparing tax returns, and offering...

  • Client Service Representative

    2 weeks ago

    Cincinnati, Ohio, United States Harrison Gray Search and Consulting LLC Full time

    The Opportunity:The Client Service Specialist is a key role in our organization, responsible for building and maintaining strong relationships with clients. This position requires exceptional customer service skills, with a focus on delivering prompt, accurate, and thoughtful service to clients.This role involves providing high-level support to team members...

  • Senior Tax Advisor

    2 weeks ago

    Cincinnati, Ohio, United States Allworth Financial Full time

    Job Title: Senior Tax AdvisorWe are seeking a highly skilled Senior Tax Advisor to join our team at Allworth Financial. As a Senior Tax Advisor, you will be responsible for providing tax services to clients, including federal, state, and local income tax preparation, tax projections and analysis, and notice resolution.Key Responsibilities:Prepare and review...

  • Senior Tax Advisor

    2 weeks ago

    Cincinnati, Ohio, United States Jobot Full time

    Senior Tax AdvisorOur client, a leading financial advisory firm, is seeking a highly skilled Senior Tax Advisor to join their team. As a key member of the wealth management team, you will be responsible for providing expert tax advisory services to clients, focusing on retirement strategies, tax-efficient investment planning, and estate tax planning.Key...

  • Client Associate

    1 week ago

    Cincinnati, Ohio, United States Rockefeller Financial Full time

    About Rockefeller Capital Management: A leading independent financial advisory services firm, Rockefeller Capital Management, has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees...

  • Senior Tax Advisor

    2 weeks ago

    Cincinnati, Ohio, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Tax Advisor to join our team at Jobot. The ideal candidate will have a strong understanding of tax laws and regulations, as well as the ability to work collaboratively with our financial advisors to develop holistic financial strategies.Key ResponsibilitiesProvide expert tax advisory services...

  • Experienced Financial Advisor

    2 weeks ago

    Cincinnati, Ohio, United States Bank of America Full time

    Merrill Wealth ManagementMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience...

  • Wealth Management Advisor II Position

    1 week ago

    Cincinnati, Ohio, United States Fifth Third Bancorp Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor II to join our team at Fifth Third Bank. As a key member of our Private Bank, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesSales: Develop and prospect internal...

  • Career Advisor

    2 weeks ago

    Cincinnati, Ohio, United States Career TEAM Full time

    Job SummaryCareer TEAM is seeking a highly motivated and experienced Career Advisor to join our team. As a Career Advisor, you will provide career counseling, case management, and follow-up services to youth (16-24) in a dynamic and fast-paced environment.Key ResponsibilitiesProvide intensive case management services to registered customers within the...

Client and Advisor Experience Manager

2 months ago

Cincinnati, Ohio, United States PNC Full time
Job Description

Position Overview

PNC, a leading financial institution, is seeking a highly skilled professional to join our team as a Client and Advisor Experience Manager. As a key member of our organization, you will play a critical role in delivering exceptional customer experiences and driving business growth.

Key Responsibilities

  • Partner with cross-functional teams to design and implement digital solutions that enhance the client and advisor experience.
  • Collaborate with third-party vendors to ensure seamless integration and delivery of account opening capabilities.
  • Oversee the maintenance, problem resolution, and testing of account opening processes to ensure operational excellence.
  • Build and maintain relationships with stakeholders, partners, and vendors to ensure successful delivery and ongoing support for new tools and capabilities.
  • Define business requirements through industry expertise and PNC's business needs.

Preferred Skills and Experience

  • Proven experience in digital solutions and partnership development.
  • Knowledge of investments and financial services.
  • Strong technical skills and strategic thinking.
  • Familiarity with investment technology and solutions.

Qualifications

  • University degree in a relevant field.
  • At least 8 years of industry experience, with 5 years of management experience.
  • Strong business acumen and leadership skills.

Benefits

PNC offers a comprehensive range of benefits to support the well-being of our employees, including medical, dental, and vision coverage, 401(k) matching, and paid time off.

Equal Employment Opportunity

PNC is an equal employment opportunity employer and welcomes applications from diverse candidates.