Client Service Associate - Private Bank

PNC; Fort Lauderdale (FL); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision options

401(k) with company match

Educational assistance

Job summary

A financial services company in Fort Lauderdale is seeking a Client Service Associate to support client relationships and ensure compliance with regulations. Successful candidates will have 4+ years of experience in a related field, strong skills in client management, and an associates degree. This full-time position may require in-office work, with some responsibilities potentially performed remotely.

Qualifications

• 4+ years of related business or functional experience is typically required.
• Associate degree or equivalent experience in a related field.
• No specific certifications required.

Responsibilities

• Provide service and execution support for client relationships.
• Prepare and verify documents for compliance and accuracy.
• Act as a point of contact for client and team interactions.

Skills

Business Decisions

Client Counseling

Client Relationship Building

Customer Experience (CX)

Personal Initiative

Relationship Management

Results-Oriented

Education

Associates degree

Job description

Overview

As a Client Service Associate within PNC Private Bank, you will be based in Ft. Lauderdale, FL. The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.

Position reference: R198661

Responsibilities

• Provide sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource.
• Gather required documentation. Prepare, review and verify documents and relevant information for accuracy. Perform common processing and ensure compliance with standard regulations and processes. May administer complex implementation plans and related client interactions.
• Act as a point of contact for clients, client teams or service partners and may act as an escalation point for complex client implementation and servicing issues.
• Initiate, update and verify client, account, or transaction details in relevant systems/applications. Provide reports as needed.
• Serve as a peer resource and may perform general administrative support.

Key Contacts and Collaboration

• Owner of the service experience; partner with Advisors, Middle Office, or Operations teams to fulfill service requests and provide a world-class client experience.
• Work with Advisors/Leaders on client-related activities.

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.

Preferred Skills

• Business Decisions
• Client Counseling
• Client Relationship Building
• Competitive Advantages
• Customer Experience (CX)
• Personal Initiative
• Relationship Management
• Results-Oriented

Competencies

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

Work Experience

Roles at this level typically require an Associate or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered.

Education

Associates

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; dental and vision options; 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; wellness program with financial incentives. Paid time off includes maternity/parental leave, holidays, occasional absences, and vacation days 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 Your PNC Total Rewards.

Disability Accommodations

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 and provide your name, job ID, and preferred method of contact. You may also call 877-968-7762 for accommodation assistance. All information provided will be kept confidential and used only to provide needed reasonable accommodations.

PNC fosters 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 the Federal Deposit Insurance Act (FDIA) and, for any registered role, the SAFE Act and/or FINRA, which prohibit the hiring of individuals with certain criminal history.

Employment Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Other

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