Remote Licensed Client Service Advisor, Wealth Management

PNC; United States; Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision insurance

401(k) with company match

Job summary

PNC Wealth Management is seeking anLicensed Customer Service Representative to support complex products for a sophisticated client base. The role emphasizes problem resolution, multi-channel inquiries, and coaching responsibilities within a trusted banking environment.

The position may be eligible for remote work in select locations, with duties performed from a secure home workspace. Supervisory involvement and in-office participation may be required based on business needs.

Qualifications

• Requires an Associates degree or equivalent; FINRA Series 7 and 63 licenses preferred/required.
• 3+ years of customer service experience, preferably in financial services.
• Strong communication, problem solving and relationship-building abilities.
• Ability to deliver high-quality, confidential service across multiple channels.

Responsibilities

• Perform advanced customer service activities for a specialized suite of wealth management products.
• Investigate and respond to inquiries across multiple channels; resolve complex issues.
• Provide coaching or mentorship to the customer service team when needed.
• Document interactions and complete service requests to reduce customer effort.
• Maintain high customer satisfaction and uphold PNC values.

Skills

Customer service

Communication

Problem solving

CARE model

Education

Associates

FINRA Series 7 & 63

Job description

PNC Wealth Management is seeking anLicensed Customer Service Representative to support complex products for a sophisticated client base. The role emphasizes problem resolution, multi-channel inquiries, and coaching responsibilities within a trusted banking environment.

The position may be eligible for remote work in select locations, with duties performed from a secure home workspace. Supervisory involvement and in-office participation may be required based on business needs.