Remote Licensed Wealth Support Specialist

PNC; United States; Hybrid; USD 45,000 - 65,000; Full time

Job summary

PNC Wealth Management is seeking a Licensed Customer Service Representative to support a sophisticated client base with a dedicated suite of wealth management products and services. You will handle inquiries, investigate issues across channels, and resolve complex problems to maintain high client satisfaction.

Based in Pennsylvania, the role offers potential remote work in select locations with occasional in-office participation as needed.

Qualifications

• 3+ years experience in customer service.
• FINRA Series 7 and 63 (or 66) required.
• Associates degree or equivalent education.

Responsibilities

• Performs advanced customer service activities and initiatives for specialized products and services. Supports a complex dedicated suite of products/services, services a sophisticated client base, and/or leverages an advanced process or tool to support internal and external customers.
• Receives, investigates and responds to customer inquiries regarding complex products, services and issues via all channels through which customers are served.
• Resolves customer service inquiries and issues. Recommends appropriate solutions. Resolves the most complex or reoccurring issues, and identifies root cause and acts as an escalation point.
• Maintains high levels of customer satisfaction consistent with PNC’s core values. Demonstrates commitment to quality. Serves as a coach or mentor and may serve as a trainer to the customer service team.
• Documents customer interactions and completes service requests to minimize customer effort or additional action.

Job description

PNC Wealth Management is seeking a Licensed Customer Service Representative to support a sophisticated client base with a dedicated suite of wealth management products and services. You will handle inquiries, investigate issues across channels, and resolve complex problems to maintain high client satisfaction.

Based in Pennsylvania, the role offers potential remote work in select locations with occasional in-office participation as needed.