Licensed Client Solutions Specialist - Managed Products Team - PNC Investments

PNC; United States; Remote; USD 34,000 - 63,000; Full time

Job summary

PNC is seeking a Licensed Client Solutions Specialist for the Managed Products Team. This remote role focuses on building client relationships, ensuring compliance, and providing critical support to clients. The ideal candidate will possess an Associates degree, relevant experience, and required FINRA licenses, working within a dynamic and inclusive team environment. Full benefits are offered including health and wellness support, retirement plans, and paid time off.

Benefits

Medical/prescription drug coverage

401(k) with company match

Pension and stock purchase plans

Paid time off including maternity/parental leave

Wellness program with financial incentives

Qualifications

• 4+ years of related business experience.
• Expertise in managing client relationships in a financial context.
• FINRA Series 7, 63 (or 66) licenses required.

Responsibilities

• Provide support for client relationships and compliance.
• Serve as a point of contact for clients and troubleshoot issues.
• Gather required documentation and verify accuracy.

Skills

Account Management

Client Counseling

Negotiation

Sales Operations

Relationship Building

Education

Associates degree

Job description

Licensed Client Solutions Specialist - Managed Products Team - PNC Investments

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 Licensed Client Solutions Specialist within PNC's organization, you will be remote within PNC's footprint.

This role reports into the Internal Services Group (ISG) within the PNC Investment Center. ISG is a multi-functioning support center that is available to PNC Investment’s clients and provides a service experience that builds brand loyalty and enhances the overall client relationship. ISG also supports our advisors in navigating the firm’s various policies and procedures, while acting as a liaison to our back-office departments to process business requests as effectively and efficiently as possible. The ISG team offers roles with and without FINRA licenses, and the path to obtain FINRA licenses to grow your career in the PNC Investment’s line of business.

Job Description

• Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource.
• Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer complex implementation plans and related client interactions.
• Acts 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.
• Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
• Serves as a peer resource and may perform general administrative support.

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

Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations

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 Associates 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

FINRA Series 7, 63 (or 66) required.

Pay Transparency

Base Salary: $34,000.00 – $62,500.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

Application Window

Generally, this opening is expected to be posted for two business days from 06/02/2025, 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; 8 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 Your PNC Total Rewards .

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.

PNC Bank offers a wide range of personal banking services including checking and savings accounts, credit cards, mortgage loans, auto loans and much more.

Notice

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