Client Onboarding Associate

Client Onboarding Specialist

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 Onboarding Specialist within PNC's Private Bank organization, you will be based in Phoenix, AZ.

The Client Onboarding Associate (COA) is a trusted partner to the PNC Private Bank and Service teams. The COA, together with the Advisors, Service Partners and other PNC Private Bank team members, will help our clients achieve and maintain financial success. The COA partners with the team will help to ensure that our Investment Management, IRA, other Non-Trust Accounts and all deposit account types are originated and documented in accordance with the governing instrument, state law, and PNC policies, procedures and processes.

The COA will provide end to end onboarding coverage beginning with account opening, through account funding and other onboarding activities to ensure consistent execution and positive client experiences. This role reports directly to the Client Onboarding Manager.

Key responsibilities include, but are not limited to, handling:

• Account Opening for deposit and investment management products
• Initiating, Tracking, and Validating Account Funding & Asset Transfer
• Fully Onboarding Clients to PNC Private Bank including online set up ( and Portfolio view), client welcome engagement, service team introduction, etc.
• Records Retention and Compliance

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.

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 include:

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

Roles at this level typically require a university / 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.

Education:

Bachelors

Certifications:

No Required Certification(s)

Licenses:
No Required License(s)

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

If an accommodation is required to participate in the application process, please contact us via email at  Please include "accommodation request" in the subject line title and be sure to include your name, the job , 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  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…