Private Banking Client Advisor

PNC Financial Services Group, Inc.; Fort Lauderdale (FL); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Dental & vision

401(k) with match

Pension plan

Paid holidays

Vacation days

Disability protection

Educational assistance

Job summary

PNC Financial Services Group, Inc. in Fort Lauderdale, FL is seeking a Client Service Associate within Private Banking to build long-term client relationships and deliver exceptional service.

You will manage client requests, coordinate with partners, and leverage digital tools to offer self-service solutions, while deepening knowledge of technologies to support client consultation and fulfillment. The role emphasizes accuracy, fiduciary responsibilities, and risk-aware service in an in-office

Qualifications

• University/college degree with <1 year of professional experience or completion of a formal development program.
• Competencies include accuracy, client relationship management, and fiduciary responsibilities.
• Knowledge of investment management and banking products is preferred.

Responsibilities

• Develops and maintains long term client relationships.
• Acts to manage client expectations and ensure maximum satisfaction with products and service.
• Provides exceptional client service and flawless execution on client requests and transactions.
• Identifies opportunities for digital self-service tools.
• Communicates with internal partners to resolve issues and drive client satisfaction.

Skills

Accuracy & Detail

Client Relationship Management

Customer Support Policies

Standards & Procedures

Decision Making

Fiduciary Responsibilities

Investment Management

Managing Priorities

Products & Services

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. in Fort Lauderdale, FL is seeking a Client Service Associate within Private Banking to build long-term client relationships and deliver exceptional service.

You will manage client requests, coordinate with partners, and leverage digital tools to offer self-service solutions, while deepening knowledge of technologies to support client consultation and fulfillment. The role emphasizes accuracy, fiduciary responsibilities, and risk-aware service in an in-office