Private Bank Client Advisor

PNC Financial Services Group, Inc.; Cleveland (OH); Presencial; USD 53.000 - 88.000; Jornada completa

Descripción de la vacante

PNC Financial Services Group, Inc. is seeking a Client Service Associate in its Private Bank in Cleveland, OH.

The role focuses on building long-term client relationships, delivering exceptional service, and handling complex client requests with accuracy and efficiency. The position emphasizes professional communication, knowledge of fiduciary responsibilities, and the ability to leverage digital tools to improve self-service options for clients.

Formación

• University/college degree required.
• Experience in client service in financial services preferred.
• Strong communication and interpersonal skills.

Responsabilidades

• Develops and maintains long term client relationships.
• Actively manages client expectations to ensure maximum satisfaction with products and service.
• Provides exceptional client service and flawless execution on client requests, inquiries and transactions.
• Identifies opportunities for use of digital tools to offer self-service solutions successfully.
• Serves as a point of contact for clients, client teams or service partners and escalates issues as necessary.
• Communicates with internal partners to identify potential issues and track open issues to resolution.
• Learns and understands existing and upcoming technologies to support client consultation.
• Proactively works to determine service improvements and solicit client input and feedback.

Conocimientos

Accuracy and Attention to Detail

Client Relationship Management

Customer Support Policies

Standards and Procedures

Decision Making and Critical Thinking

Fiduciary Responsibilities

Investment Management

Managing Multiple Priorities

Products and Services

Educación

Bachelors

Descripción del empleo

PNC Financial Services Group, Inc. is seeking a Client Service Associate in its Private Bank in Cleveland, OH.

The role focuses on building long-term client relationships, delivering exceptional service, and handling complex client requests with accuracy and efficiency. The position emphasizes professional communication, knowledge of fiduciary responsibilities, and the ability to leverage digital tools to improve self-service options for clients.