Licensed Customer Service Representative - PNC Wealth Management

PNC Financial Services Group, Inc.; Northern (KY); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision options

401(k) with match

Pension and stock purchase plans

Educational assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. is seeking a Licensed Customer Service Representative in Wealth Management who will handle advanced customer inquiries and support a sophisticated client base. The role requires problem-solving across multiple channels, applying CARES principles, and mentoring junior staff.

The position may be based in Pennsylvania with potential for remote work in select locations, subject to approval. Occasional in-office work may be required.

Qualifications

• Associates degree or equivalent; related experience preferred.
• FINRA Series 7 and 63 (or 66) licenses required.

Responsibilities

• Performs advanced customer service activities for specialized products/services.
• Supports a complex suite of products/services for a sophisticated client base.
• Focus on problem resolution across multiple channels.
• Delivers CARES model to customers and service partners.
• Investigates and responds to customer inquiries across all channels.
• Resolves customer service inquiries and issues; recommends solutions.
• Identifies root causes and acts as escalation point for complex issues.
• Mentors and may train customer service staff.
• Documents interactions and completes service requests to minimize customer effort.

Skills

Accountability

Continual Improvement Process

Customer Interactions

Customer Service

Decision Making

Relationship Building

Results-Oriented

Technical Support Competencies

Accuracy and Attention to Detail

Client Relationship Management

Customer Experience Management

Decision Making and Critical Thinking

Effective Communications

Fraud Detection and Prevention

Managing Multiple Priorities

Problem Solving

Products and Services

Tech Savvy

Education

Associates degree

FINRA Series 7 and 63 (or 66) licenses

Tools

N/A

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 Licensed Customer Service Representative - PNC Wealth Management, you will be based in Pennsylvania. This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

• Performs advanced customer service activities and initiatives for specialized products and services.


• Supports a complex dedicated suite of products/services, services a sophisticated client base, and/or leverages an advanced process or tool to support internal and external customers.


• Focus on problem resolution that occurs across multiple channels for our customers.


• Delivers CARES model to customers and service partners.


• Receives, investigates and responds to customer inquiries regarding complex products, services and issues via all channels through which customers are served.


• Resolves customer service inquiries and issues.


• Recommends appropriate solutions.


• Resolves the most complex or reoccurring issues, and identifies root cause and acts as an escalation point.


• May interact with higher levels within the customer organization.


• Maintains high levels of customer satisfaction consistent with PNC's core values.


• Demonstrates commitment to quality.


• Serves as a coach or mentor and may serve as a trainer to the customer service team.


• Documents customer interactions and completes service requests to minimize customer effort or additional action.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.

Preferred Skills

• Accountability


• Continual Improvement Process


• Customer Interactions


• Customer Service


• Decision Making


• Relationship Building


• Results-Oriented


• Technical Support Competencies


• Accuracy and Attention to Detail


• Client Relationship Management


• Customer Experience Management.


• Decision Making and Critical Thinking


• Effective Communications


• Fraud Detection and Prevention


• Managing Multiple Priorities


• Problem Solving


• Products and Services


• Tech Savvy

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 3+ years 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 and 63 (or 66) required.

Language Assessments

No Required or Preferred Language Assessments.

Application Window

Generally, this opening is expected to be posted for two business days from 08/28/2026, 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.

• 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.

For nearly 160 years, PNC has striven to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve.

Check out the top reasons to join PNC.

PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.