Client Service Associate

PNC Financial Services Group, Inc.; Fort Lauderdale (FL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Dental & vision

401(k) with match

Pension plan

Paid holidays

Vacation days

Disability protection

Educational assistance

Job summary

PNC Financial Services Group, Inc. in Fort Lauderdale, FL is seeking a Client Service Associate within Private Banking to build long-term client relationships and deliver exceptional service.

You will manage client requests, coordinate with partners, and leverage digital tools to offer self-service solutions, while deepening knowledge of technologies to support client consultation and fulfillment. The role emphasizes accuracy, fiduciary responsibilities, and risk-aware service in an in-office

Qualifications

• University/college degree with <1 year of professional experience or completion of a formal development program.
• Competencies include accuracy, client relationship management, and fiduciary responsibilities.
• Knowledge of investment management and banking products is preferred.

Responsibilities

• Develops and maintains long term client relationships.
• Acts to manage client expectations and ensure maximum satisfaction with products and service.
• Provides exceptional client service and flawless execution on client requests and transactions.
• Identifies opportunities for digital self-service tools.
• Communicates with internal partners to resolve issues and drive client satisfaction.

Skills

Accuracy & Detail

Client Relationship Management

Customer Support Policies

Standards & Procedures

Decision Making

Fiduciary Responsibilities

Investment Management

Managing Priorities

Products & Services

Education

Bachelor's degree

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Service Associate within PNC's Private Banking organization, you will be based in Fort. Lauderdale, FL. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Develops and maintains long term client relationships.
• Actively manages client expectations to ensure maximum satisfaction with products and service.
• Provides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests.
• Identifies opportunities for use of digital tools to offer self-service solutions successfully.
• Serves as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary to senior leadership.
• Communicates with internal partners to identify potential issues, working collectively to solve problems and track open issues to resolution.
• Learns and understands existing and upcoming technologies to support client consultation and requests.
• Proactively works to determine service improvements and solicit client input and feedback to drive client satisfaction.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: 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 - Assessing and effectively managing 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

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

Competencies: Accuracy and Attention to Detail, Client Relationship Management, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Fiduciary Responsibilities, Investment Management, Managing Multiple Priorities, Products and Services.

Work Experience: Roles at this level typically require a university / 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: Bachelors.

Certifications: No Required Certification(s).

Licenses: No Required License(s).

Language Assessments: No Required or Preferred Language Assessments.

Benefits

• 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

• 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

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. 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. 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

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.

About PNC

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve.

Check out the top reasons to join PNC.

Total Rewards

PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.