Private Banking Client Concierge

PNC

Fort Lauderdale (FL)

On-site

USD 40,000 - 46,000

Full time

3 days ago
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Benefits offered by this job

Health insurance
401(k) with PNC match
Paid time off

Job summary

PNC Fort Lauderdale is seeking a Client Service Associate in Private Banking to develop long-term client relationships and deliver exceptional service. You will handle client inquiries and transactions, promote digital self-service tools, and coordinate with internal teams to resolve issues.

The role emphasizes client focus, risk awareness, and collaborative problem solving in a fast-paced in-office environment in Fort Lauderdale, FL.

Qualifications

  • University degree, <1 year of professional experience.
  • Bachelor's degree required.
  • No required certification(s).
  • No required language assessments.

Responsibilities

  • Develops and maintains long-term client relationships and manages expectations for satisfaction with products and service.
  • Provides exceptional client service and flawless execution on client requests and transactions (money movement, demographic updates, beneficiary administration, security transfers, credit transactions, research).
  • Identifies opportunities for digital self-service tools and serves as a point of contact for clients and internal teams.
  • Escalates client issues to senior leadership as needed and communicates with partners to resolve issues.
  • Learns and adopts new technologies to support client consultation and requests, and solicits feedback to drive service improvements.

Skills

Attention to detail
Client relationships
Customer support
Policies & procedures
Decision making
Fiduciary responsibility
Investment knowledge
Time management
Product & service knowledge

Education

Bachelor's degree

Tools

CRM software

Job description

PNC Fort Lauderdale is seeking a Client Service Associate in Private Banking to develop long-term client relationships and deliver exceptional service. You will handle client inquiries and transactions, promote digital self-service tools, and coordinate with internal teams to resolve issues.

The role emphasizes client focus, risk awareness, and collaborative problem solving in a fast-paced in-office environment in Fort Lauderdale, FL.

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