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 Advisor within PNC's Fortis Advisors organization, you may be based remotely.

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.

The Client Solution Advisor will manage Merger & Acquisition post-closing distributions from start to finish which includes analyzing data/spreadsheets and transaction documents, drafting distribution related documentation, interfacing closely with the seller advisory group, banks and buyer team to bring each distribution to a successful close. The Client Solution Advisor is heavily involved in the payment mechanics and tracking post-closing activities related to each Merger & Acquisition transaction.

The ideal candidate would be able to understand and decipher complex information contained in transaction documents (i.e. merger agreements, asset purchase agreements, escrow agreements). In addition, they must be able to critically analyze and generate reports from data contained in Excel spreadsheets (i.e. advanced excel skills are a requirement). This role requires a strong attention to detail and accuracy, high sense of ownership, focus on managing and resolving issues, and establishing and maintaining a service-oriented mentality with shareholders to keep them updated with the status of their requests.

Preferences/Skills:
-Manage the processing of post-closing distributions to shareholders
-Analyze and interpret complex shareholder allocation data in Excel spreadsheets (financial models)
-Work with various banks and other parties to ensure shareholders receive their transaction proceeds
-Maintain strong relationships with key internal and external clients, via both phone and email
-Investigate complicated analytical questions and clearly communicate findings to clients
-Prepare mass-distributed client correspondence, managing responses, follow-through and/or resolution
-Partner internally with senior managers to ensure appropriate and timely resolution of client issues

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.

Job Description

• Implements complex new products and services for clients. Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or consultative support to prospects or clients in select deals.
• Leverages knowledge of industry and PNC products/solutions to identify outside sales opportunities. Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services. Acts a project manager and coordinates the implementation work done by others.
• Analyzes, assesses and documents client requirements. May identify customization needs, and work with service partners to decision/implement. Manages multiple complex implementations simultaneously, facilitates/coordinates internal and external stakeholder meetings, creates and maintains project documentation, and creates/delivers reporting on progress.
• Serves as an escalation point and independently resolves challenges regarding implementation and production support issues raised by staff or client. Identifies and drives development of necessary solutions. Ensures positive ongoing client experiences.
• Serves as team subject matter expert. Coaches staff, Sales, and/or client when needed. Leads team communications and meetings, performs workflow coordination, and participates in special projects and initiatives. May develop and maintain training materials and provide training to service partners and clients.