Client Solution Advisor - PNC Fortis Advisors

PNC; United States; Remote; USD 53,000 - 88,000; Full time

Benefits offered by this job

Medical/prescription coverage (HSA)

Dental and vision options

Life insurance

Disability protection

401(k) with PNC match

Pension and stock purchase plans

Dependent care reimbursement

Educational assistance

Wellness program with financial incent

Job summary

PNC Fortis Advisors is seeking a Client Solution Advisor for a remote role based in San Diego, CA. You will support internal teams and external partners, ensure proper onboarding, and assist with post-closing payments for M&A transactions.

The role requires strong analytical skills with complex Excel work, attention to detail, and effective communication to shareholders and partners. You will liaise with banks and internal managers to ensure accurate records and timely issue resolution.

Qualifications

• Experience in accounting/finance with high attention to detail.
• Experience in accounts payable, accounts receivable, or billing.
• Self-motivated, detail-oriented, proactive with a strong service mindset.
• Excellent written and verbal communication; able to manage timelines and priorities.
• Advanced Microsoft Excel skills.

Responsibilities

• Implement complex new products and services; manage implementation and relationships.
• Identify outside sales opportunities and coordinate data to update client information.
• Analyze client requirements and document customization needs; coordinate with partners.
• Escalate and resolve implementation and production issues; ensure positive client experiences.
• Lead team communications, training, and knowledge sharing; manage project documentation.

Skills

Attention to detail

Self-motivated

Service mindset

Effective communication

Education

Bachelor's degree

Tools

Excel

CRM

NetSuite

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 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

• 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 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.

Preferred Skills

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

Competencies

Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Management Process, Process Management, Sales Support and Administration

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. 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

Pay Transparency

Base Salary: $52,500.00 – $87,500.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 10/19/2026, although it may be longer with business discretion.

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.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

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.