Private Bank Client Services Specialist | Houston

PNC; Houston (TX); Vor Ort; USD 45.000 - 65.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) with employer match

Paid time off

Zusammenfassung

PNC in Houston, TX is seeking a Client Service Associate within Private Bank to serve as the primary contact for client servicing and administrative requests. You will collaborate with Advisors, Middle Office, and Operations to deliver a world-class client experience in a busy in-office environment.

Responsibilities include handling transactions, maintenance and inquiry requests, and pro-active engagement to improve service delivery while upholding risk and fiduciary standards.

Qualifikationen

• University degree required or equivalent experience.
• Experience handling client servicing requests and transactions preferred.
• Strong communication and problem-solving skills.

Aufgaben

• Develops and maintains long term client relationships.
• Provides exceptional client service and executes client requests and transactions.
• Identifies opportunities to use digital tools for self-service solutions.
• Collaborates with Advisors, Middle Office, and Operations to fulfill requests.
• Escalates issues to senior leadership when needed.

Kenntnisse

Attention to detail

Client relationship management

Customer service

Fiduciary responsibilities

Ausbildung

Bachelor's

Jobbeschreibung

PNC in Houston, TX is seeking a Client Service Associate within Private Bank to serve as the primary contact for client servicing and administrative requests. You will collaborate with Advisors, Middle Office, and Operations to deliver a world-class client experience in a busy in-office environment.

Responsibilities include handling transactions, maintenance and inquiry requests, and pro-active engagement to improve service delivery while upholding risk and fiduciary standards.