Client Service Associate

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture where all employees feel respected and valued. As a Client Service Associate within PNC's Private Bank organization, you will be based in Baltimore, MD. The Client Service Associate serves as the primary point of contact for our clients and advisors, handling client servicing and administrative requests across all PNC Private Bank products and services (Banking, Investment and Fiduciary).

The role also partners with Advisors/Leaders on any client‑related activities and collaborates closely with Middle Office or Operations teams to fulfill service requests and enhance the client‑centric, world‑class experience. This position reports directly to the Client Service Manager or Client Service Director.

• Transaction Requests
• Maintenance Requests
• Inquiry Requests
• Risk Management

PNC is an in‑office company that fosters a supportive culture where employees can thrive and achieve balance. Candidates are encouraged to connect with recruiters and hiring managers to understand workplace expectations and ensure the role aligns with their goals.

The Client Service Associate:

• 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 (e.g., money movement, demographic update, beneficiary administration, security transfers, credit transactions, research requests).
• Identifies opportunities for 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.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for this role. Required competencies include:

• 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

Roles at this level typically require a university or college degree with less than 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.

Base Salary: $57,750.00 – $96,250.00. Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with payment based upon company, business and/or individual performance.

PNC offers a comprehensive range of benefits for eligible full‑time employees, including medical/prescription drug coverage with a Health Savings Account feature, dental and vision options, life insurance for employees and spouses/children, short and long‑term disability protection, 401(k) with PNC match, pension and stock purchase plans, dependent care reimbursement account, backup child/elder care, adoption, surrogacy, and doula reimbursement, educational assistance programs, a robust wellness program with financial incentives, and paid time off (maternity and parental leave, paid holidays, occasional absence days, vacation days).

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