Client Onboarding Associate

PNC; Phoenix (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical and dental coverage

Vision options

401(k) with company match

Pension and stock purchase plans

Generous paid time off

Job summary

PNC is seeking a Client Onboarding Specialist in Phoenix, AZ for the Private Bank. You will partner with Advisors and Service Teams to onboard clients across Investment Management, IRA, and deposit accounts, ensuring compliant, smooth end-to-end experiences.

You will manage account openings, funding, and online setup, while maintaining AML/KYC compliance and strong client communication. A university degree is typical for this role.

Qualifications

• Attention to detail in onboarding documentation and processes.
• Strong communication and collaboration with partners.
• Ability to manage multiple onboarding requests concurrently.

Responsibilities

• Oversee account opening and onboarding for deposit and investment products.
• Coordinate funding, asset transfers, and online setup for clients.
• Ensure AML/KYC documentation is collected and compliant.
• Provide guidance to clients and internal teams to resolve onboarding issues.
• Maintain records, monitor SLAs, and build partner relationships.

Skills

Accuracy and Attention to Detail

Effective Communications

Decision Making and Critical Thinking

Managing Multiple Priorities

Sales Support and Administration

Customer Support Policies, Standards

Products and Services

Quality Management

Education

Bachelor’s

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and work together each day to foster an inclusive workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success.

Job Profile

As a Client Onboarding Specialist within PNC's Private Bank organization, you will be based in Phoenix, AZ. The Client Onboarding Associate (COA) is a trusted partner to the PNC Private Bank and Service teams. Together with Advisors, Service Partners, and other PNC Private Bank team members, the COA helps clients achieve and maintain financial success by originating and documenting Investment Management, IRA, Non‑Trust Accounts, and all deposit account types in accordance with governing instruments, state law, and PNC policies, procedures, and processes.

The COA provides end‑to‑end onboarding coverage, beginning with account opening, through account funding and other onboarding activities to ensure consistent execution and positive client experiences. This role reports directly to the Client Onboarding Manager.

R229892

Key Responsibilities

• Account Opening for deposit and investment management products
• Initiating, Tracking, and Validating Account Funding & Asset Transfer
• Fully Onboarding Clients to PNC Private Bank including online setup (pnc.com and Portfolio view), client welcome engagement, service team introduction, etc.
• Records Retention and Compliance

Job Description

• Implement new products and services for clients. Review requirements and gather deliverables to complete client onboarding, account opening, and asset funding requirements.
• Provide sales or consultative support to prospects or clients in select deals. Utilize data provided digitally by clients, from internal partners, and/or internal applications to establish or update client‑specific information for relevant products or services. Coordinate and produce relevant onboarding packages for validation and system processing.
• Analyze, assess, and document adherence to established requirements, processes, and procedures throughout the end‑to‑end experience. Collect and check required AML/KYC client documentation for onboarding process and ongoing refresh. Communicate status updates in accordance with client and partner expectations throughout the onboarding process.
• Advise clients or internal partners on additional information needs, required document clarifications, or other onboarding requirements. Help resolve challenges regarding onboarding issues raised by clients or internal partners and escalated as necessary to senior leadership.
• Identify/develop necessary solutions. Ensure positive ongoing client experiences. Manage multiple onboarding requests simultaneously across many products or services; report progress relative to service level performance. Build relationships with key internal partners.

Employee Expectations

• Customer Focused – 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 customized customer solutions.
• Managing Risk – assess and effectively manage all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework.

Qualifications

Competencies

• Accuracy and Attention to Detail
• Customer Support Policies, Standards and Procedures
• Decision Making and Critical Thinking
• Effective Communications
• Managing Multiple Priorities
• Products and Services
• Quality Management
• Sales Support and Administration

Work Experience

Roles at this level typically require a university or college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered.

Education

Bachelor’s

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; and 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; 9 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 pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. 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. Emails not related to accommodation requests will not receive responses. Applicants may also call 877‑968‑7762 and say "Workday" for accommodation assistance. 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.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

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