Private Bank Client Experience Specialist

PNC Financial Services Group, Inc.; Houston, Northern (TX, KY); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

401(k) with match

Education assistance

Paid holidays

Job summary

PNC Financial Services Group, Inc. in Houston, TX, is seeking a Client Service Associate in its Private Bank to lead client servicing and administrative tasks.

You will initiate and complete activities across banking, investment and fiduciary services while partnering with Advisors and Operations teams to ensure a world-class client experience. The role emphasizes service ownership, proactive problem resolution, and a strong emphasis on customer-focused practices within an in-office culture.

Qualifications

• Strong client service mindset with a focus on accuracy.
• Ability to manage multiple requests with a positive attitude.
• Proven communication skills with clients and internal teams.

Responsibilities

• Develops and maintains long term client relationships.
• Provides exceptional client service and flawless execution on client requests.
• Acts as point of contact for clients, client teams, or service partners; escalates issues as needed.
• Communicates with internal partners to identify issues and drive resolution.

Skills

Client service

Attention to detail

Relationship management

Communication

Problem solving

Education

Bachelor's degree

Tools

CRM systems

Job description

PNC Financial Services Group, Inc. in Houston, TX, is seeking a Client Service Associate in its Private Bank to lead client servicing and administrative tasks.

You will initiate and complete activities across banking, investment and fiduciary services while partnering with Advisors and Operations teams to ensure a world-class client experience. The role emphasizes service ownership, proactive problem resolution, and a strong emphasis on customer-focused practices within an in-office culture.