Client Service Associate

PNC

Phoenix, AZOn-siteFull time
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Location
Phoenix, AZ
Work style
On-site
Job type
Full time
Posted
Oct 15
1 day ago
Career path

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About the company

PNC

Financial Services · 10,001+ employees

We’ll help keep your money boring so your life doesn’t have to be.

pnc.co/guidelines

PNC on LinkedIn

What you'll do

  • The Client Service Associate develops and maintains long-term client relationships while providing exceptional service for requests such as money movement and account updates.
  • They also identify opportunities for digital self-service solutions and collaborate with internal partners to resolve client issues.

What you need

  • Candidates typically require a university degree with less than one year of professional experience or completion of a formal development program.
  • Strong competencies in client relationship management, attention to detail, and risk management are essential for success in this role.
  • Education: a bachelor's degree

Key skills

Client relationship managementCustomer supportAccuracyAttention to detailDecision makingCritical thinkingFiduciary responsibilitiesInvestment managementManaging multiple prioritiesProblem solvingCommunicationDigital toolsRisk management

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Perks

  • Medical coverage
  • Prescription drug coverage
  • Health savings account
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Short-term disability protection
  • Long-term disability protection
  • 401(k) plan
  • Pension plan
  • Stock purchase plan
  • Dependent care reimbursement account
  • Back-up child/elder care
  • Adoption reimbursement
  • Surrogacy reimbursement
  • Doula reimbursement
  • Educational assistance
  • Wellness program
  • Maternity leave
  • Parental leave
  • Paid holidays
  • Occasional absence days
  • Vacation days

See full description on company page, apply now

Read the full posting here
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Service Associate within PNC's Private Banking organization supporting West Coast division. You will be based in Phoenix, AZ. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Develops and maintains long term client relationships. Actively manages client expectations to ensure maximum satisfaction with products and service. Provides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests. Identifies opportunities for use of digital tools to offer self-service solutions successfully. Serves as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary to senior leadership. Communicates with internal partners to identify potential issues, working collectively to solve problems and track open issues to resolution. Learns and understands existing and upcoming technologies to support client consultation and requests. Proactively works to determine service improvements and solicit client input and feedback to drive client satisfaction. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Competencies Accuracy and Attention to Detail, Client Relationship Management, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Fiduciary Responsibilities, Investment Management, Managing Multiple Priorities, Products and Services Work Experience Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Language Assessments No Required or Preferred Language Assessments Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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