Public Finance Client Solutions Specialist

PNC Financial Services Group, Inc.; Los Angeles (CA); On-site; USD 41,000 - 75,000; Full time

Benefits offered by this job

Medical & Prescription Coverage

Dental & Vision

401(k) with Match

Pension and Stock Purchase Plans

Educational Assistance

Wellness Program

Generous Paid Holidays & Leave

Job summary

PNC Financial Services Group, Inc. in Los Angeles, CA (and Denver, CO or Phoenix, AZ) seeks a Client Solution Specialist to support the Public Finance team.

You will assist relationship managers with client onboarding, documentation and servicing tasks, coordinating with clients and internal partners to ensure smooth implementations and ongoing service. The role emphasizes sales support, accuracy in processing and adherence to regulations, within an in-office culture that values collaboration

Qualifications

• Associates degree or equivalent; 3+ years experience in client service or banking.
• Experience with corporate banking support and client onboarding preferred.
• Ability to gather documentation, verify accuracy and ensure compliance.

Responsibilities

• Provides sales, service and execution support for new and ongoing client relationships.
• Gathers required documentation.
• Prepares, reviews and verifies documents and relevant information for accuracy.
• Performs common processing and ensures compliance with standard regulations and processes.
• Acts as a point of contact for clients and internal teams, escalating issues as needed.

Skills

Business Decisions

Client Counseling

Client Relationship Building

Relationship Management

Sales Support

Attention to Detail

Problem Solving

Education

Associates

Job description

PNC Financial Services Group, Inc. in Los Angeles, CA (and Denver, CO or Phoenix, AZ) seeks a Client Solution Specialist to support the Public Finance team.

You will assist relationship managers with client onboarding, documentation and servicing tasks, coordinating with clients and internal partners to ensure smooth implementations and ongoing service. The role emphasizes sales support, accuracy in processing and adherence to regulations, within an in-office culture that values collaboration