Client Service Associate

PNC Financial Services Group, Inc.; Phoenix (AZ); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical coverage (HSA)

Dental & vision

Life insurance

Disability protection

401(k) with match

Paid time off

Educational assistance

Job summary

PNC Financial Services Group, Inc. seeks a Client Service Associate for its Private Bank, with base in Houston, TX or Phoenix, AZ. The role focuses on developing long‑term client relationships and delivering exceptional service across a range of transactions and inquiries.

You will learn and leverage new technologies to support client consultations, actively manage expectations, and drive client satisfaction through proactive service improvements in an in‑office environment.

Qualifications

• University/college degree with <1 year of professional experience or completion of a development program.
• Bachelor's degree required.
• No additional certifications required.
• No license required.

Responsibilities

• 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 (e.g., money movement, demographic update, beneficiary administration, security transfers, credit transactions, research requests).
• Identifies opportunities for use of digital tools to offer self‑service solutions.
• Serves as a point of contact for clients, client teams or service partners and escalates issues to senior leadership.
• Communicates with internal partners to identify potential issues and collaborates to resolve problems.
• Learns and understands existing and upcoming technologies to support client consultation and requests.
• Proactively works to determine service improvements and solicit client input to drive satisfaction.

Skills

Accuracy and Attention to Detail

Client Relationship Management

Customer Support Policies

Standards and Procedures

Decision Making

Fiduciary Responsibilities

Investment Management

Managing Multiple Priorities

Products and Services

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 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 or Phoenix, AZ. 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.

Qualifications

• 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).

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.
• Backup child/elder care.
• Adoption, surrogacy, and doula reimbursement.
• Educational assistance, including select programs fully paid.
• Robust wellness program with financial incentives.
• Paid time off: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year unless otherwise required by law; 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.