Client Onboarding 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 work together each day to foster an inclusive workplace culture where all 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. Together with Advisors, Service Partners, and other PNC Private Bank team members, the COA helps clients achieve and maintain financial success by originating and documenting Investment Management, IRA, Non‑Trust Accounts, and all deposit account types in accordance with governing instruments, state law, and PNC policies, procedures, and processes.

The COA provides 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.

R229892

• 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 setup ( and Portfolio view), client welcome engagement, service team introduction, etc.
• Records Retention and Compliance

• Implement new products and services for clients. Review requirements and gather deliverables to complete client onboarding, account opening, and asset funding requirements.
• Provide sales or consultative support to prospects or clients in select deals. Utilize data provided digitally by clients, from internal partners, and/or internal applications to establish or update client‑specific information for relevant products or services. Coordinate and produce relevant onboarding packages for validation and system processing.
• Analyze, assess, and document adherence to established requirements, processes, and procedures throughout the end‑to‑end experience. Collect and check required AML/KYC client documentation for onboarding process and ongoing refresh. Communicate status updates in accordance with client and partner expectations throughout the onboarding process.
• Advise clients or internal partners on additional information needs, required document clarifications, or other onboarding requirements. Help resolve challenges regarding onboarding issues raised by clients or internal partners and escalated as necessary to senior leadership.
• Identify/develop necessary solutions. Ensure positive ongoing client experiences. Manage multiple onboarding requests simultaneously across many products or services; report progress relative to service level performance. Build relationships with key internal partners.

• 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 – assess and effectively manage all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework.

• 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…