Client Solution Advisor - PNC Fortis Advisors

PNC; San Diego (CA); Remote; USD 65,000 - 95,000; Full time

Job summary

PNC is seeking a Client Solution Advisor to support closing transactions, onboarding, and post-closing financial activities. The role requires analytical reporting from complex Excel sheets and collaboration with internal teams and external vendors.

Based remotely in San Diego, CA, you will handle invoices, payments and data accuracy with a service-oriented approach. The position emphasizes attention to detail, effective communication, and proactive issue resolution while partnering with senior

Qualifications

• Experience in an accounting/financial role with high attention to detail.
• Experience in accounts payable, accounts receivable, or billing is a plus.
• Effective written and verbal communication skills.
• Ability to prioritize tasks and manage time under pressure.

Responsibilities

• Implement complex new products and services for clients and manage delivery.
• Analyze requirements, gather deliverables, and maintain project documentation.
• Coordinate implementation work and lead cross-functional meetings.
• Provide reporting on progress and escalate issues as needed.
• Serve as a subject matter expert and support partners and staff.

Skills

Attention to detail

Communication skills

Time management

Self-motivated

Tools

Microsoft Excel

NetSuite

CRM / Database experience

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 Solution Advisor within PNC's Fortis Advisors organization, you will be based remotely in San Diego, CA.The Client Solution Advisor will provide exceptional support for our internal teams as well as our various external vendors and partners. They will also act as a liaison between parties at closing to ensure proper account onboarding, and to help facilitate payments throughout the post-closing process related to all active M&A transactions.The Client Solution Advisor will also handle incoming invoices, balance and payment requests, phone calls, and general internal case management, including fielding inquiries from shareholders that are complicated and analytical in nature. They will also work as a liaison with various banks and other parties to ensure accurate records and transaction balances. Our ideal candidate should be able to understand and decipher complex information contained in transaction documents (i.e. merger agreements, escrow agreements, paying agent agreements). In addition, they must be able to critically analyze and generate reports from data contained in confidential and intricate Excel spreadsheets (i.e. intermediate accounting and Excel skills are a requirement). This role requires a very strong attention to detail and accuracy, high sense of ownership, focus on managing and resolving issues, along with establishing relationships and maintaining a service-oriented mentality with shareholders to keep them updated with the status of their requests.The Client Solution Advisor will also partner internally with senior managers to ensure appropriate follow-through and timely resolution of any issues related to incoming and outgoing funds.

Preferences/Skills

• Previous experience in an accounting/financial role dealing with high attention to detail financial details is preferred; specific experience in accounts payable, accounts receivable, or billing as an added benefit
• Must be self-motivated, detail-oriented, proactive and have a strong service mentality
• Must have effective and professional communication skills, both written (via email) and verbal (via phone)
• Must be able to prioritize tasks and have strong time management skills
• Must be able to work well in high volume, high pressure situations under tight deadlines while remaining focused
• Advanced knowledge of and experience with Microsoft Excel required
• CRM / Database experience is preferred; NetSuite experience would be an added benefit

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Implements complex new products and services for clients. Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or consultative support to prospects or clients in select deals. Leverages knowledge of industry and PNC products/solutions to identify outside sales opportunities. Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services. Acts a project manager and coordinates the implementation work done by others. Analyzes, assesses and documents client requirements. May identify customization needs, and work with service partners to decision/implement. Manages multiple complex implementations simultaneously, facilitates/coordinates internal and external stakeholder meetings, creates and maintains project documentation, and creates/delivers reporting on progress. Serves as an escalation point and independently resolves challenges regarding implementation and production support issues raised by staff or client. Identifies and drives development of necessary solutions. Ensures positive ongoing client experiences. Serves as team subject matter expert. Coaches staff, Sales, and/or client when needed. Leads team communications and meetings, performs workflow coordination, and participates in special projects and initiatives. May develop and maintain training materials and provide training to service partners and clients.

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