End-to-End Client Onboarding Specialist | Private Bank

PNC Financial Services Group, Inc.; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

PNC Financial Services Group, Inc. is seeking a Client Onboarding Specialist to join the Private Bank in Phoenix, AZ. The COA partners with Advisors and Service Teams to onboard clients, set up online access, and ensure compliant, smooth onboarding from account opening to funding.

The role emphasizes end-to-end onboarding, records retention, and collaboration with internal partners to deliver positive client experiences. In-office position with a focus on governance and risk management.

Qualifications

• University degree required with <1 year of professional experience or completion of a development program.
• Ability to collect and verify AML/KYC documentation for onboarding.
• Strong customer service and onboarding process awareness.

Responsibilities

• Implements client onboarding, account opening and asset funding requirements.
• Provides consultative support and coordinates onboarding packages for processing.
• Documents adherence to requirements and communicates status to clients and partners.
• Advises on information needs and resolves onboarding issues escalated to leadership.
• Manages multiple onboarding requests across products, building internal relationships.

Skills

Accuracy and Attention to Detail

Effective Communications

Managing Multiple Priorities

Education

Bachelor's

Job description

PNC Financial Services Group, Inc. is seeking a Client Onboarding Specialist to join the Private Bank in Phoenix, AZ. The COA partners with Advisors and Service Teams to onboard clients, set up online access, and ensure compliant, smooth onboarding from account opening to funding.

The role emphasizes end-to-end onboarding, records retention, and collaboration with internal partners to deliver positive client experiences. In-office position with a focus on governance and risk management.