Private Bank Client Services Associate

PNC Financial Services Group, Inc.; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Pension and stock purchase plans

Job summary

PNC is seeking a Client Service Associate in Houston, TX to serve as the primary contact for clients and advisors across Private Bank products and services. You will partner with Advisors and Operations to fulfill service requests, maintain strong client relationships, and ensure a world-class client experience.

The role emphasizes accurate servicing, proactive problem-solving, and collaboration with internal partners to resolve issues while supporting digital self-service initiatives.

Qualifications

• University degree required with<1 year of professional experience or completion of a formal development program
• In lieu of a degree, a comparable combination of education, certifications, and experience may be considered

Responsibilities

• 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 such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests.
• 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 client implementation and servicing issues as necessary to senior leadership.
• Communicates with internal partners to identify potential issues, working collectively to solve problems and track open issues to resolution. Learns and understands existing and upcoming technologies to support client consultation and requests.
• Proactively works to determine service improvements and solicit client input and feedback to drive client satisfaction.

Skills

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

Education

Bachelors

Job description

PNC is seeking a Client Service Associate in Houston, TX to serve as the primary contact for clients and advisors across Private Bank products and services. You will partner with Advisors and Operations to fulfill service requests, maintain strong client relationships, and ensure a world-class client experience.

The role emphasizes accurate servicing, proactive problem-solving, and collaboration with internal partners to resolve issues while supporting digital self-service initiatives.