Client Service Associate

PNC Financial Services Group, Inc.; Houston, Northern (TX, KY); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

401(k) with match

Education assistance

Paid holidays

Job summary

PNC Financial Services Group, Inc. in Houston, TX, is seeking a Client Service Associate in its Private Bank to lead client servicing and administrative tasks.

You will initiate and complete activities across banking, investment and fiduciary services while partnering with Advisors and Operations teams to ensure a world-class client experience. The role emphasizes service ownership, proactive problem resolution, and a strong emphasis on customer-focused practices within an in-office culture.

Qualifications

• Strong client service mindset with a focus on accuracy.
• Ability to manage multiple requests with a positive attitude.
• Proven communication skills with clients and internal teams.

Responsibilities

• Develops and maintains long term client relationships.
• Provides exceptional client service and flawless execution on client requests.
• Acts as point of contact for clients, client teams, or service partners; escalates issues as needed.
• Communicates with internal partners to identify issues and drive resolution.

Skills

Client service

Attention to detail

Relationship management

Communication

Problem solving

Education

Bachelor's degree

Tools

CRM systems

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 Bank organization, you will be based in Houston, TX. The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors/Leaders on any client related activities. As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience. This role reports directly to Client Service Manager or the Client Service Director. Key responsibilities include, but are not limited to, handling: • Transaction Requests • Maintenance Requests • Inquiry Requests • Risk ManagementPNC 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**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**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; 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.