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Account Services Specialist

2 months ago

Louisville, Kentucky, United States PNC Full time
Job Summary

PNC is seeking a highly skilled Account Services Specialist to join our Asset Management organization. As a key member of our team, you will be responsible for managing technical and complex fiduciary relationships throughout the termination process.

Key Responsibilities
  • Manage Fiduciary Relationships: Proactively identify and manage risk in terminating fiduciary accounts, involving external and internal counsel as needed and other business units throughout PNC.
  • Client Communication: Meet directly with clients and internal and external legal counsel to address and resolve various matters pertaining to the closing process.
  • Process Expertise: Serve as point person for all internal partners on all matters pertaining to the closing process.
  • Continuing Education: Actively seek out and engage in continuing education to support skill-building and development of overall fiduciary knowledge.
Competencies
  • Accuracy and Attention to Detail: Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.
  • Decision Making and Critical Thinking: Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.
  • Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
  • Fiduciary Responsibilities: Knowledge of tools and facilities for fiduciary products and services; ability to design, develop, and support fiduciary responsibilities and transactions.
  • Flexibility and Adaptability: Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed.
  • Managing Multiple Priorities: Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
  • Problem Solving: Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations.
Requirements
  • Education: Bachelor's degree or equivalent experience.
  • Experience: Less than 1 year of professional experience or successful completion of a formal development program.
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.