Client Solution Specialist Sr

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 Solution Specialist Sr within PNC's Private Bank organization, you will be based in Cleveland, Ohio.

The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.

The Client Solution Specialist Sr is the trusted partner to the Wealth Management Leadership and Advisor teams. The Sales & Support Administrator partners with the Wealth Management advisor team to proactively manage their assigned book of business. This enables advisor capacity to work more closely with clients by providing essential office and administrative support, which will help our clients achieve and maintain financial success.

The Client Solution Specialist Sr fulfills responsibilities across all PNC wealth disciplines.

• Cross-discipline Sales Support
• New Client Onboarding
• Administrative Support
• Risk Management

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

• Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource.
• Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy.
• Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans and related client interactions.
• Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary.
• Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
• May serve as a peer resource and may perform general administrative support.

• 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.

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.

• Business Decisions
• Client Counseling
• Client Relationship Building
• Competitive Advantages
• Customer Experience (CX)
• Personal Initiative
• Relationship Management
• Results-Oriented

• Accuracy and Attention to Detail
• Customer Support Policies, Standards and Procedures
• Decision Making and Critical Thinking
• Effective Communications
• Flexibility and Adaptability
• Managing Multiple Priorities
• Problem Management Process
• Products and Services
• Sales Support and Administration

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Associates

No Required Certification(s)

No Required License(s)

Base Salary: $37,500.00 – $62,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.