Senior Private Bank Client Solutions Specialist

Fairygodboss; Indianapolis (IN); On-site; USD 41,000 - 69,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with matching

Pension and stock plans

Education assistance

Job summary

PNC's Private Bank is seeking a Senior Client Solution Specialist to support senior estate settlement activities and client relationships. Based in Cincinnati, OH or Indianapolis, IN, you will coordinate asset collection, documentation, and preparation of reports while interfacing with appraisers and vendors.

The role emphasizes client service, accuracy, and adherence to risk management standards, with a focus on maintaining strong client involvement and collaborative teamwork.

Qualifications

• 4+ years of related business or functional experience.
• Experience or knowledge in estate administration, wills, probate, trusts, or related fields.
• Education and certifications aligning with the role requirements.

Responsibilities

• Provides sales, service and execution support for client relationships.
• Gathers required documentation and ensures accuracy of information.
• Performs processing and ensures compliance with regulations and processes.
• Acts as a point of contact for clients, teams or service partners and escalates issues.
• Updates and verifies client, account or transaction details in systems.
• May provide general administrative support.

Skills

Business Decisions

Client Counseling

Client Relationship Building

Competitive Advantages

Customer Experience (CX)

Personal Initiative

Relationship Management

Results-Oriented

Education

Associates

Job description

PNC's Private Bank is seeking a Senior Client Solution Specialist to support senior estate settlement activities and client relationships. Based in Cincinnati, OH or Indianapolis, IN, you will coordinate asset collection, documentation, and preparation of reports while interfacing with appraisers and vendors.

The role emphasizes client service, accuracy, and adherence to risk management standards, with a focus on maintaining strong client involvement and collaborative teamwork.