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Client Solution Specialist Sr

PNC
Fort Lauderdale, United Statesfull_timeVerifiedPosted 4 Nov 2024

About the role

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 Sales & Support Administrator within PNC Private Bank organization, you will be based in our Fort Lauderdale, FL. office.

The Sales & Support Administrator (SSA) is the trusted partner to the PNC Private Bank Leadership and Advisor teams. The Sales & Support Administrator partners with the PNC Private Bank advisor team to proactively manage their assigned book of business. This enables advisor capacity to work more closely with clients by providing essential office and administrative support, which will help our clients achieve and maintain financial success.

The Sales & Support Administrator fulfills responsibilities across all PNC Private Bank disciplines.

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

• Cross-discipline Sales Support

• New Client Onboarding

• Administrative Support

• Risk Management

The position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at the manager’s discretion.

Job Description

  • Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource.
  • Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer complex implementation plans and related client interactions.
  • 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.
  • Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
  • Serves 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.
  • 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 certifications/licensures

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Company

PNC

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