Remote M&A Client Solutions Specialist

PNC Financial Services Group, Inc.; California; Hybrid; USD 53,000 - 88,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision options

401(k) with company match

Job summary

PNC Financial Services Group, Inc. seeks a Client Solution Advisor for its Fortis Advisors organization, based remotely in San Diego, CA. You will support internal teams and external partners, ensuring proper onboarding of accounts and post-closing payments.

You’ll handle invoices, balance and payment requests, and intricate Shareholder inquiries with a strong eye for accuracy. Applicants should have accounting/finance experience with details-oriented mindset, advanced Excel skills, and

Qualifications

• Experience in accounting/financial role with high attention to detail.
• Strong communication skills, both written and verbal.
• Ability to manage time and priorities in high-volume, tight-deadline environments.
• Advanced knowledge of Microsoft Excel required.

Responsibilities

• Implements complex new products and services for clients and manages implementation deliverables.
• Gathers client requirements and coordinates with service partners to update client information.
• Acts as escalation point to resolve implementation and production issues and delivers progress reporting.

Skills

Attention to detail

Communication skills

Time management

Prioritization

Working under pressure

Excel proficiency

Education

Bachelor's degree

Tools

Microsoft Excel

CRM systems

NetSuite

Job description

PNC Financial Services Group, Inc. seeks a Client Solution Advisor for its Fortis Advisors organization, based remotely in San Diego, CA. You will support internal teams and external partners, ensuring proper onboarding of accounts and post-closing payments.

You’ll handle invoices, balance and payment requests, and intricate Shareholder inquiries with a strong eye for accuracy. Applicants should have accounting/finance experience with details-oriented mindset, advanced Excel skills, and