Remote Client Solutions Advisor – M&A Onboarding

PNC; United States; Remote; USD 53,000 - 88,000; Full time

Benefits offered by this job

Medical/prescription coverage (HSA)

Dental and vision options

Life insurance

Disability protection

401(k) with PNC match

Pension and stock purchase plans

Dependent care reimbursement

Educational assistance

Wellness program with financial incent

Job summary

PNC Fortis Advisors is seeking a Client Solution Advisor for a remote role based in San Diego, CA. You will support internal teams and external partners, ensure proper onboarding, and assist with post-closing payments for M&A transactions.

The role requires strong analytical skills with complex Excel work, attention to detail, and effective communication to shareholders and partners. You will liaise with banks and internal managers to ensure accurate records and timely issue resolution.

Qualifications

• Experience in accounting/finance with high attention to detail.
• Experience in accounts payable, accounts receivable, or billing.
• Self-motivated, detail-oriented, proactive with a strong service mindset.
• Excellent written and verbal communication; able to manage timelines and priorities.
• Advanced Microsoft Excel skills.

Responsibilities

• Implement complex new products and services; manage implementation and relationships.
• Identify outside sales opportunities and coordinate data to update client information.
• Analyze client requirements and document customization needs; coordinate with partners.
• Escalate and resolve implementation and production issues; ensure positive client experiences.
• Lead team communications, training, and knowledge sharing; manage project documentation.

Skills

Attention to detail

Self-motivated

Service mindset

Effective communication

Education

Bachelor's degree

Tools

Excel

CRM

NetSuite

Job description

PNC Fortis Advisors is seeking a Client Solution Advisor for a remote role based in San Diego, CA. You will support internal teams and external partners, ensure proper onboarding, and assist with post-closing payments for M&A transactions.

The role requires strong analytical skills with complex Excel work, attention to detail, and effective communication to shareholders and partners. You will liaise with banks and internal managers to ensure accurate records and timely issue resolution.