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 Mergers & Acquisitions Payment & Escrow Services area, you will be based within our West Coast region of PNC's footprint.

The Client Solution Advisor is a customer service position with the M&A Payment & Escrow Services group. We work directly with securityholders to help guide them through the process of completing the required documentation in order to receive their merger consideration through the PNC PAID Portal. In this role, you will gain knowledge of the Paying Agent industry and insight into our PAID application. You will be responsible for supporting our securityholders with any questions/inquiries through multiple communication channels on a daily basis (i.e., phone calls, live chats, web cases, and emails). You will also be expected to perform other job-related duties as assigned by internal teams. This position will support our West Coast teams and the schedule will be 8:00 am - 4:30 pm (Pacific Standard Time).

Candidates must have the following skills/experience:
- Strong computer skills. Must be tech-savvy.
- Strong communication skills verbal and written.
- Strong organizational and interpersonal skills.
- Detail oriented, works well under pressure, and must be able to multitask.
- Able to work as part of a team to accomplish daily goals.

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.

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.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required