Remote Client Solutions Advisor – M&A & Banking

PNC; Oregon; Hybrid; USD 53,000 - 88,000; Full time

Job summary

PNC is seeking a Client Solution Advisor to support internal teams and external partners within the Fortis Advisors group. This remote role will handle onboarding, invoicing, payments, and post-closing processes for active M&A transactions.

The role requires strong Excel skills, high attention to detail, and proactive, service-oriented communication with shareholders and stakeholders. You will manage high-volume tasks under tight deadlines while maintaining accuracy.

Qualifications

• Experience in accounting/finance with high attention to detail.
• Experience in accounts payable, accounts receivable, or billing preferred.
• Strong communication and time management skills.
• Proficient in Excel and CRM/NetSuite.

Responsibilities

• Implements complex new products and services for clients, analyzes requirements and gathers deliverables for implementation and ongoing relationship management.
• Leverages knowledge of industry and PNC products to identify opportunities and coordinates implementation work.
• Analyzes and documents client requirements; identifies customization needs and works with service partners to implement.
• Serves as escalation point, resolves challenges regarding implementation and production support, ensures positive client experiences.
• Coaches staff and leads meetings; develops training materials and provides training to service partners and clients.

Skills

Attention to detail

Time management

Communication skills

Excel proficiency

CRM experience

Education

Bachelor's degree

Tools

Microsoft Excel

CRM systems

NetSuite

ERP systems

Job description

PNC is seeking a Client Solution Advisor to support internal teams and external partners within the Fortis Advisors group. This remote role will handle onboarding, invoicing, payments, and post-closing processes for active M&A transactions.

The role requires strong Excel skills, high attention to detail, and proactive, service-oriented communication with shareholders and stakeholders. You will manage high-volume tasks under tight deadlines while maintaining accuracy.