Private Banking Client Services Specialist

Fairygodboss

Pittsburgh (Allegheny County)

On-site

USD 42,000 - 65,000

Full time

9 days ago
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Benefits offered by this job

Medical coverage
401(k) plan
Paid time off

Job summary

PNC Private Bank in Pittsburgh, PA is seeking a Client Service Associate to serve as the primary contact for clients and advisors, handling servicing requests across banking, investment and fiduciary products.

You will partner with Advisors and Operations to ensure a seamless client experience, manage requests and promote self-service tools while maintaining risk controls and accuracy in all transactions.

Qualifications

  • Experience in client servicing and administrative tasks.
  • Ability to coordinate with Advisors and Operations.
  • Strong problem solving and risk awareness.

Responsibilities

  • Serve as primary contact for clients and advisors.
  • Execute client servicing requests across banking, investment, and fiduciary services.
  • Collaborate with Advisors and Operations to fulfill requests.
  • Identify opportunities to use digital tools for self-service.

Skills

Client relationship
Customer service
Attention to detail
Communication

Education

Bachelors

Job description

PNC Private Bank in Pittsburgh, PA is seeking a Client Service Associate to serve as the primary contact for clients and advisors, handling servicing requests across banking, investment and fiduciary products.

You will partner with Advisors and Operations to ensure a seamless client experience, manage requests and promote self-service tools while maintaining risk controls and accuracy in all transactions.

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