Private Bank Client Service Specialist

Pittsburgh Tomorrow

Pittsburgh (Allegheny County)

On-site

USD 42,000 - 56,000

Full time

7 days ago
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Job summary

PNC Private Bank is seeking a Client Service Associate based in Pittsburgh, PA. You will serve as the primary point of contact for clients and advisors, handling servicing and administrative requests across banking, investment, and fiduciary products.

You will work closely with Advisors, Middle Office, and Operations to deliver a seamless client experience. The role emphasizes proactive service, problem resolution, and opportunities to promote digital self-service tools.

Qualifications

  • Bachelor’s or equivalent degree required.
  • Strong communication and interpersonal skills.
  • Ability to manage multiple client requests and priorities.

Responsibilities

  • Serve as primary contact for clients and advisors in client servicing and administrative requests.
  • Execute requests across Private Bank products and services (Banking, Investment, Fiduciary).
  • Collaborate with Advisors, Middle Office, and Operations for service fulfillment.
  • Identify opportunities to use digital tools for self-service solutions and client satisfaction.
  • Escalate issues to senior leadership when needed.

Skills

Attention to detail
Customer support
Decision making
Effective communication
Flexibility
Multitasking
Problem solving
Product knowledge

Education

Bachelor's degree

Job description

PNC Private Bank is seeking a Client Service Associate based in Pittsburgh, PA. You will serve as the primary point of contact for clients and advisors, handling servicing and administrative requests across banking, investment, and fiduciary products.

You will work closely with Advisors, Middle Office, and Operations to deliver a seamless client experience. The role emphasizes proactive service, problem resolution, and opportunities to promote digital self-service tools.

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