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Client associate [h1.location_city]

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Client associate • cleveland oh

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  • [promoted]
Client Service Associate

Client Service Associate

PNCCleveland, OH, US
[job_card.full_time]
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 ...[show_more][last_updated.last_updated_30]
  • [promoted]
Client Success Associate (Entry level, Remote)

Client Success Associate (Entry level, Remote)

INFUSECleveland, OH, US
[filters.remote]
[job_card.full_time]
We will review your application against our job requirements.We do not employ machine learning technologies during this phase as we believe every human deserves attention from another human.We do n...[show_more][last_updated.last_updated_30]
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Client Manager

Client Manager

The Rawlings GroupCleveland, OH, US
[job_card.full_time]
Machinify is a leading healthcare intelligence company with expertise across the payment continuum, delivering unmatched value, transparency, and efficiency to health plan clients across the countr...[show_more][last_updated.last_updated_30]
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Private Client Advisor

Private Client Advisor

Key BankLakewood, OH, United States
[job_card.full_time]
Warren Road - Lakewood, Ohio 44107.The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead w...[show_more][last_updated.last_updated_1_day]
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Coordinator / Associate, Client Services Remote

Coordinator / Associate, Client Services Remote

Aperio PhilanthropyCleveland, OH, US
[filters.remote]
[job_card.full_time]
Coordinator / Associate, Client Services.The Associate, Client Services serves as a leader in the nonprofit community, inspiring and supporting nonprofits to realize their full fundraising potential....[show_more][last_updated.last_updated_30]
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Client Success Associate (Entry level, Remote)

Client Success Associate (Entry level, Remote)

InfuseCleveland, OH, US
[filters.remote]
[job_card.full_time]
Client Success Associate (Entry Level, Remote).We will review your application against our job requirements.We may then invite you to submit a video interview for the review of the hiring manager.A...[show_more][last_updated.last_updated_30]
Client Management Associate

Client Management Associate

VirtualVocationsCleveland, Ohio, United States
[job_card.full_time]
A company is looking for an Associate, Client Management (English and Mandarin and / or Cantonese).Key Responsibilities Recruit and vet experts for the network based on project needs Conduct indus...[show_more][last_updated.last_updated_30]
Client Service Associate

Client Service Associate

PNC Bank Corp.Cleveland, OH, United States
[job_card.full_time]
Develops and maintains long term client relationships.Actively manages client expectations to ensure maximum satisfaction with products and service. Provides exceptional client service and flawless ...[show_more][last_updated.last_updated_30]
Client Services Associate

Client Services Associate

FlexjetCleveland, OH, United States
[job_card.full_time]
Join a global leader in private aviation, offering access to an ultramodern fleet of private aircraft through fractional ownership, leasing and jet cards. Together, our employees in North America an...[show_more][last_updated.last_updated_30]
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KPB Client Relationship Associate

KPB Client Relationship Associate

KeyCorpCleveland, OH, US
[job_card.full_time]
Location : 30100 Chagrin Blvd - Pepper Pike, Ohio 44124.The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and ret...[show_more][last_updated.last_updated_30]
Client Administrator

Client Administrator

KeyBankBrooklyn, OH, United States
[job_card.full_time]
The Client Administrator (CA) is accountable to assist a Senior Institutional Advisor (SIA) / Relationship Manager (RM), and other SIA / RM, as needed within the Institutional Advisors team.The CA will...[show_more][last_updated.last_updated_30]
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Client Service Associate

Client Service Associate

Signature Estate & Investment Advisors, LLCCleveland, OH, US
[job_card.full_time]
Signature Estate & Investment Advisors, LLC.Become a Client Service Associate (CSA) with SEIA! The CSA serves as a key liaison between clients, advisors, financial custodians, and internal depa...[show_more][last_updated.last_updated_30]
Client Service Associate

Client Service Associate

ClearsteadCleveland, OH, United States
[job_card.full_time]
Cleveland, Ohio wealth management firm.This position serves as a primary and / or secondary point of contact for clients, supports Financial Advisors, and ensures the smooth execution of all operatio...[show_more][last_updated.last_updated_variable_days]
Associate Client Advisor

Associate Client Advisor

US001 Marsh USA LLCPublic Square,Cleveland
[job_card.full_time]
We are seeking a talented individual to join our team at Marsh.Chicago, IL; Detroit, MI; Dallas, TX; Houston, TX; or Cleveland, OH. This is a hybrid role that has a requirement of working at least t...[show_more][last_updated.last_updated_variable_days]
Associate Client Executive (ACE)

Associate Client Executive (ACE)

HylantCleveland, Ohio
[job_card.full_time]
At Hylant, we’re passionate about developing the next generation of insurance professionals who will lead the industry.The Associate Client Executive (ACE) program is a unique opportunity to contin...[show_more][last_updated.last_updated_30]
Work From Home - Client Services Associate

Work From Home - Client Services Associate

AO Garcia AgencyCleveland, Ohio, United States, 44102
[filters.remote]
[job_card.full_time]
Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals.In 2020, we tr...[show_more][last_updated.last_updated_30]
Client Specialist

Client Specialist

Levin FurnitureCleveland, OH, United States
[job_card.full_time]
Levin Furniture & Mattress is hiring a Client Specialist (Sales-In-Training) at our Middleburg Heights, OH Store Location!. We're hiring enthusiastic, energetic people today!.We're a family-owned co...[show_more][last_updated.last_updated_30]
  • [promoted]
Security Client Manager

Security Client Manager

Allied UniversalIndependence, OH, US
[job_card.full_time]
Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and co...[show_more][last_updated.last_updated_variable_days]
Client Service Associate

Client Service Associate

PNCCleveland, OH, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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 Service Associate within PNC Private Bank organization, you will be based in Cleveland, OH. 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. The Client Service Associate serves as the primary point of contact for our clients and advisors in the execution of client servicing and administrative requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary). The Client Service Associate also partners with Advisors / Leaders on any client related activities. As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience. This role reports directly to Client Service Manager or the Client Service Director.

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

  • Transaction Requests
  • Maintenance Requests
  • Inquiry Requests
  • Risk Management

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Develops and maintains long term client relationships. Actively manages client expectations to ensure maximum satisfaction with products and service. Provides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests. Identifies opportunities for use of digital tools to offer self-service solutions successfully. Serves as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary to senior leadership. Communicates with internal partners to identify potential issues, working collectively to solve problems and track open issues to resolution. Learns and understands existing and upcoming technologies to support client consultation and requests. Proactively works to determine service improvements and solicit client input and feedback to drive client satisfaction.

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.
  • Competencies

    Accuracy and Attention to Detail, Client Relationship Management, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Fiduciary Responsibilities, Investment Management, Managing Multiple Priorities, Products and Services

    Work Experience

    Roles at this level typically require a university / college degree with

    Education

    Bachelors

    Certifications

    No Required Certification(s)

    Licenses

    No Required License(s)

    Pay Transparency

    Base Salary : $37,000.00 $69,000.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and / or individual performance.

    Application Window

    Generally, this opening is expected to be posted for two business days from 12 / 11 / 2025, although it may be longer with business discretion.

    Benefits

    PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include : medical / prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse / child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child / elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility : maternity and / or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

    Disability Accommodations Statement

    If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    Equal Employment Opportunity (EEO)

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and / or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

    California Residents

    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.