Private Banking Client Experience Specialist

PNC Business Credit

Pittsburgh (Allegheny County)

On-site

USD 38,000 - 52,000

Full time

3 days ago
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Benefits offered by this job

Health insurance
401(k) with PNC match
Pension and stock purchase plans
Paid time off

Job summary

PNC Private Bank is seeking a Client Service Associate based in Pittsburgh, PA. You will serve as the primary contact for clients and advisors, handling servicing requests across banking, investment, and fiduciary products and coordinating with Advisors and Operations teams to ensure a seamless client experience.

You will develop client relationships, manage transactions and inquiries, and identify opportunities to leverage digital tools for self-service solutions, while maintaining high service

Qualifications

  • University/college degree with <1 year of professional experience.
  • In lieu of a degree, a comparable combination of education and experience may be considered.
  • Bachelor's degree is required.

Responsibilities

  • Develops and maintains long term client relationships.
  • Provides exceptional client service and flawless execution on client requests and transactions.
  • Identifies opportunities for use of digital tools to offer self-service solutions.
  • Acts as a point of contact for clients, client teams or service partners and escalates issues as necessary.
  • Communicates with internal partners to identify potential issues and assists in resolution.

Skills

Accuracy & attention to detail
Client relationship management
Customer support policies
Standards & procedures
Decision making
Fiduciary responsibilities
Investment management
Managing multiple priorities
Product & service knowledge

Education

Bachelor's

Job description

PNC Private Bank is seeking a Client Service Associate based in Pittsburgh, PA. You will serve as the primary contact for clients and advisors, handling servicing requests across banking, investment, and fiduciary products and coordinating with Advisors and Operations teams to ensure a seamless client experience.

You will develop client relationships, manage transactions and inquiries, and identify opportunities to leverage digital tools for self-service solutions, while maintaining high service

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