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Client Relations Specialist

2 months ago

Cleveland, Ohio, United States PNC Financial Services Group Full time
Position Overview

At PNC Financial Services Group, our employees are our most valuable asset and a key differentiator in the competitive landscape. We are committed to providing an exceptional experience for our clients.

We strive to cultivate an inclusive workplace culture where every employee feels appreciated, respected, and empowered to contribute to the organization's success.

Role Summary

As a Client Support Associate within PNC's Private Banking division, you will play a vital role in client engagement and administrative support. This position primarily operates from a designated PNC location, with some flexibility for remote work as determined by management.

The Client Support Associate acts as the main liaison for clients and advisors, facilitating client service and administrative requests across all PNC Private Bank offerings, including Banking, Investment, and Fiduciary services.

In this capacity, you will collaborate with Advisors and Leaders on client-related initiatives, ensuring a seamless service experience. Your responsibilities will include:

  • Processing Transaction Requests
  • Managing Maintenance Requests
  • Addressing Inquiry Requests
  • Implementing Risk Management Strategies
Key Responsibilities

Provide comprehensive sales, service, and execution support for both new and existing client relationships. You may also serve as a resource for customer solutions.

Gather necessary documentation and ensure the accuracy of all records. You will be responsible for preparing, reviewing, and verifying documents to comply with established regulations and processes. Additionally, you may oversee complex implementation plans and client interactions.

Act as a primary contact for clients, client teams, or service partners, and manage escalations for intricate client servicing issues.

Initiate, update, and verify client, account, or transaction details in relevant systems. Generate reports as required.

Serve as a peer resource and provide general administrative support as needed.

Qualifications

Successful candidates will demonstrate the necessary knowledge, skills, and abilities for this role. Preferred qualifications include:

  • Business Decision-Making
  • Client Relationship Management
  • Consultative Skills
  • Customer Experience Focus
  • Results-Driven Approach
  • Proactive Initiative
Competencies

Key competencies include:

  • Attention to Detail
  • Customer Support Policies
  • Critical Thinking and Decision Making
  • Effective Communication
  • Flexibility and Adaptability
  • Managing Multiple Priorities
  • Problem-Solving Skills
Experience and Education

Typically, this role requires an Associate's degree or equivalent experience. A minimum of 4 years of relevant business or functional experience is preferred. In lieu of a degree, a combination of education, certifications, and experience may be considered.

Benefits

PNC offers a comprehensive benefits package designed to meet your needs now and in the future. Options for full-time employees may include:

  • Medical and Prescription Drug Coverage
  • Dental and Vision Plans
  • Life Insurance Options
  • Short and Long-Term Disability Coverage
  • 401(k) with Company Match
  • Pension and Stock Purchase Plans
  • Educational Assistance Programs

Additionally, PNC provides paid time off based on eligibility, including:

  • Maternity and Parental Leave
  • Paid Holidays
  • Vacation Days

To learn more about our benefits and programs, please visit our website.

Equal Employment Opportunity

PNC is an equal opportunity employer and provides equal employment opportunities to qualified individuals regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.