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Client associate • hialeah fl

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Client Experience Associate

Client Experience Associate

PNC Financial Services Group, Inc.Miami, FL, 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_variable_days]
Client Success Associate

Client Success Associate

VirtualVocationsOlympia Heights, Florida, United States
[job_card.full_time]
A company is looking for a Client Success Associate, Employers.Key Responsibilities Build strong relationships with clients to support their mental health through product utilization Manage cust...[show_more][last_updated.last_updated_variable_days]
Client Experience Associate

Client Experience Associate

PNCMiami, FL, 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_variable_days]
Client Services Associate

Client Services Associate

AscendoAventura, FL, United States
[job_card.full_time]
We are seeking a polished Bilingual Client Services Associate for our client.This is a highly dynamic environment and they are seeking a detail oriented candidate with the ability to multi-task in ...[show_more][last_updated.last_updated_30]
Client Service Associate

Client Service Associate

Morgan StanleyMiami, FL, United States
[job_card.full_time]
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis. Through regular interactions wi...[show_more][last_updated.last_updated_variable_days]
Associate Client Solutions Manager

Associate Client Solutions Manager

GopuffMiami, FL, US
[job_card.full_time]
Gopuff’s advertising solutions to key CPG (Consumer Packaged Goods) and Non-Endemic partners.This individual is an experienced sales and marketing professional with problem-solving skills who...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
Client Services Associate

Client Services Associate

Providence Talent GroupMiami, FL, US
[job_card.full_time]
Serve as a primary point of contact for clients in English and Spanish regarding account inquiries, service requests, and brokerage operations. Open and maintain brokerage accounts, including indivi...[show_more][last_updated.last_updated_variable_days]
Client Services Associate

Client Services Associate

RH-USA IncAventura, FL, United States
[job_card.full_time]
RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scali...[show_more][last_updated.last_updated_variable_days]
Client Service Associate

Client Service Associate

UBSMiami, FL, United States
[job_card.full_time]
Are you truly service oriented? Do you know how to take care of people?.We're looking for a Client Service Associate to : . Become an expert in the systems and platforms used at UBS to support client ...[show_more][last_updated.last_updated_30]
Registered Client Service Associate

Registered Client Service Associate

Banco de Credito e InversionesMiami, FL, US
[job_card.full_time]
The Client Service Associate (CSA) provides high-level administrative, operational, and client support to Financial Advisors and Registered Representatives within a Broker-Dealer / RIA.The Client Ser...[show_more][last_updated.last_updated_30]
Client Service Associate

Client Service Associate

GrahamMiami, FL
[job_card.full_time] +1
[filters_job_card.quick_apply]
REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...[show_more][last_updated.last_updated_30]
Client Services Associate

Client Services Associate

Ascendo ResourcesDoral, FL, United States
[job_card.full_time]
Seeking a Client Services Associate to play a crucial role in providing exceptional service to our clients.This position requires strong communication skills, a client-focused attitude, and a deep ...[show_more][last_updated.last_updated_variable_days]
Client Service Associate

Client Service Associate

ItauMiami, FL, United States
[job_card.full_time]
Support bankers and investors in performing various aspects of the relationship management initiative with their respective client base. Research follow-up and resolve client inquiries and problems ...[show_more][last_updated.last_updated_30]
Client Platform, Client Service Associate

Client Platform, Client Service Associate

JPMorgan ChaseMiami, FL, US
[job_card.full_time]
Associate, North America Client Platform.We are looking for a talented Associate to join the North America Client Platform team within Americas Client Service. As an Associate on this team, you will...[show_more][last_updated.last_updated_30]
Client Platform, Client Service Associate

Client Platform, Client Service Associate

ChaseMiami, FL, US
[job_card.full_time]
Associate, North America Client Platform.We are seeking a talented Associate to join the North America Client Platform team within Americas Client Service. As an Associate on this team, you will ass...[show_more][last_updated.last_updated_30]
Private Client Associate

Private Client Associate

5 LegalMiami, FL, US
[job_card.full_time]
A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group.The ideal candidate must have experience in drafting standard and sophisticat...[show_more][last_updated.last_updated_30]
Client Success Associate

Client Success Associate

Comfort Insurance and FinancesMiami, FL, US
[job_card.full_time]
Are you passionate about helping others, providing exceptional service, and growing your career in the insurance industry? Join a supportive, team-oriented agency where your contributions matter, y...[show_more][last_updated.last_updated_variable_days]
Client Services Associate

Client Services Associate

RHMiami, FL, US
[job_card.full_time]
RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scali...[show_more][last_updated.last_updated_variable_days]
Client Services Associate

Client Services Associate

Norman AlexMiami, FL, United States
[job_card.full_time]
About the job Client Services Associate.Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional licenses are a plus.The role focus...[show_more][last_updated.last_updated_30]
Client Experience Associate

Client Experience Associate

PNC Financial Services Group, Inc.Miami, FL, US
[job_card.variable_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 Experience Associate (Bilingual in Spanish preferred) within PNC's Retail Banking organization, you will be based at PNC's Kendall Place Branch, 8811B SW 107th Avenue, Miami, Fl 33176. Bilingual in Spanish preferred.

PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location.

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

Job Description

  • Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
  • Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
  • Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Applies product and procedural knowledge to solve customer's problems.
  • Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
  • Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
  • Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.

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 needed to be successful in this position.

    Preferred Skills

    Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales

    Competencies

    Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs

    Work Experience

    Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically

    Education

    No Degree

    Certifications

    No Required Certification(s)

    Licenses

    No Required License(s)

    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; 9 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 pncthrive.com.

    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.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    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.