Client Solution Specialist Sr - PNC Investments

About the position

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. This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations. This role reports into the Internal Services Group (ISG) within the PNC Investment Center. ISG is a multi-functioning support center that is available to PNC Investment's clients and provides a service experience that builds brand loyalty and enhances the overall client relationship. ISG also supports our advisors in navigating the firm's various policies and procedures, while acting as a liaison to our back-office departments to process business requests as effectively and efficiently as possible. The Client Solution Specialist Sr provides sales, service, and execution support for new and ongoing client relationships. This role may serve as a customer solutions resource, gathering required documentation, preparing, reviewing, and verifying documents and relevant information for accuracy. The specialist performs common processing and ensures compliance with standard regulations and processes. They may administer complex implementation plans and related client interactions, acting as a point of contact for clients, client teams, or service partners, and may serve as an escalation point for complex client implementation and servicing issues. Additionally, the specialist initiates, updates, and verifies client, account, or transaction details in relevant systems/applications and provides reports as needed. They serve as a peer resource and may perform general administrative support. 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. They must also 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.

Responsibilities
? Provides sales, service, and execution support for new and ongoing client relationships.
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? Gathers required documentation and prepares, reviews, and verifies documents and relevant information for accuracy.
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? Performs common processing and ensures compliance with standard regulations and processes.
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? Administers complex implementation plans and related client interactions.
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? Acts as a point of contact for clients, client teams, or service partners and may act as an escalation point for complex client implementation and servicing issues.
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? Initiates, updates, and verifies client, account, or transaction details in relevant systems/applications.
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? Provides reports as needed.
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? Serves as a peer resource and may perform general administrative support.

Requirements
? Associates degree or equivalent experience required.
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? Typically requires 4+ years of related business or functional experience.
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? In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
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? FINRA Series 7, 63 (or 66) required.

Nice-to-haves
? Knowledge of customer support policies, standards, and procedures.
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? Strong decision-making and critical thinking skills.
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? Effective communication skills.
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? Flexibility and adaptability in managing multiple priorities.
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? Experience in sales support and administration.

Benefits
? Medical/prescription drug coverage (with a Health Savings Account feature)
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? Dental and vision options
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? Employee and spouse/child life insurance
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? Short and long-term disability protection
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? 401(k) with PNC match
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? Pension and stock purchase plans
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? Dependent care reimbursement account
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? Back-up child/elder care
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? Adoption, surrogacy, and doula reimbursement
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? Educational assistance, including select programs fully paid
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? Robust wellness program with financial incentives
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? Paid maternity and/or parental leave
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? Up to 11 paid holidays each year
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? 8 occasional absence days each year
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? Between 15 to 25 vacation days each year, depending on career level and years of service.

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