Licensed Wealth Management Support Supervisor (Remote)

PNC

Pennsylvania

Hybrid

USD 50,000 - 116,000

Full time

9 days ago

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Benefits offered by this job

Medical coverage
401(k) with match
Paid holidays

Job summary

PNC Wealth Management seeks a Licensed Customer Service & Support Supervisor to lead a phone-based sales and service team. Remote work may be available, with occasional in-office participation.

You will collaborate with branch partners and back-office teams to deliver superior client service and navigate firm policies. Qualified candidates hold FINRA licenses (Series 7/63 or 65/66) and have strong leadership, communication, and problem-solving skills.

Qualifications

  • FINRA licensed or eligible (Series 7/63 or 65/66) required.
  • 3+ years of managerial or supervisory experience in a contact center or client service setting.
  • Experience supporting financial advisors and back-office processes.

Responsibilities

  • Lead day-to-day activities of a specialized team in a contact center.
  • Achieve performance indicators and ensure accurate reporting.
  • Manage escalated issues and collaborate with partners to meet customer needs.
  • Drive customer experience improvements and employee engagement.

Skills

Customer service
Team leadership
Problem solving
Communication
Decision making

Education

University degree or equivalent

Job description

PNC Wealth Management seeks a Licensed Customer Service & Support Supervisor to lead a phone-based sales and service team. Remote work may be available, with occasional in-office participation.

You will collaborate with branch partners and back-office teams to deliver superior client service and navigate firm policies. Qualified candidates hold FINRA licenses (Series 7/63 or 65/66) and have strong leadership, communication, and problem-solving skills.

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