Private Bank Client Experience Specialist

PNC; Fort Lauderdale (FL); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision options

401(k) with company match

Educational assistance

Job summary

A financial services company in Fort Lauderdale is seeking a Client Service Associate to support client relationships and ensure compliance with regulations. Successful candidates will have 4+ years of experience in a related field, strong skills in client management, and an associates degree. This full-time position may require in-office work, with some responsibilities potentially performed remotely.

Qualifications

• 4+ years of related business or functional experience is typically required.
• Associate degree or equivalent experience in a related field.
• No specific certifications required.

Responsibilities

• Provide service and execution support for client relationships.
• Prepare and verify documents for compliance and accuracy.
• Act as a point of contact for client and team interactions.

Skills

Business Decisions

Client Counseling

Client Relationship Building

Customer Experience (CX)

Personal Initiative

Relationship Management

Results-Oriented

Education

Associates degree

Job description

A financial services company in Fort Lauderdale is seeking a Client Service Associate to support client relationships and ensure compliance with regulations. Successful candidates will have 4+ years of experience in a related field, strong skills in client management, and an associates degree. This full-time position may require in-office work, with some responsibilities potentially performed remotely.