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Client service associate • philadelphia pa

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Client Service Associate

Client Service Associate

PNCPhiladelphia, PA, US
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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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Associate

Client Service Associate

Pennsylvania StaffingPhiladelphia, PA, US
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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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Associate Client Advisor

Associate Client Advisor

Marsh McLennanPhiladelphia, Pennsylvania, USA
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We are seeking a talented individual to join our team at Marsh.New York NY or Philadelphia PA.This is a hybrid role that has a requirement of working at least three days a week in the office.This r...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

Pitcairn Trust Company, LLCConshohocken, PA, US
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Pitcairn’s innovative Shared Single-Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Supervisor

Client Service Supervisor

Help at HomePhiladelphia, PA, US
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Help at Home is hiring a Client Service Supervisor!.This is a hybrid role with 4 days in-office, 1 day work from home per week. The Client Service Supervisor may, where permitted, develop, and monit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Associate

Client Service Associate

Phoenix StaffingPhiladelphia, PA, US
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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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Client Service Associate

Client Service Associate

PITCAIRN TRUST COMPANYConshohocken, PA, United States
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Pitcairn's innovative Shared Single-Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm's founding in 1923, Pitcairn has helped ultra-high...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

GrahamPhiladelphia, PA
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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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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PWM Client Service Associate

PWM Client Service Associate

Morgan StanleyConshohocken, PA, US
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Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and gr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Associate

Client Associate

UBSPhiladelphia, PA, United States
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Are you truly service oriented? Do you know how to take care of people?.We're looking for a Client Associate to : .Keep management systems up-to-date with client information.Educate clients on accoun...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Support Associate

Client Support Associate

Jackson HewittRiverton, NJ, US
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Seasonal Client Support Associate.Join our team as a Seasonal Client Support Associate and be the friendly face for all those who visit our offices, ensuring exceptional client experiences and prov...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

PNC Bank NAPhiladelphia , PA
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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 docum...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Registered Client Service Associate

Registered Client Service Associate

Stifel Financial CorporationHaddonfield, NJ, United States
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Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Registered Client Service Associate

Registered Client Service Associate

StifelHaddonfield, NJ, US
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Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Coordinator

Client Service Coordinator

Banfield Pet HospitalPhiladelphia, PA, US
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The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets),...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Support Associate

Client Support Associate

Jackson Hewitt - AGDPhiladelphia, PA, US
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We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Support Associate

Client Support Associate

Jackson Hewitt COOCinnaminson Twp, NJ, United States
serp_jobs.job_card.full_time +1
We are looking for someone who thrives in a welcoming, customer service-oriented environment with.If you enjoy building strong relationships with clients, then look no further and apply today!.Seas...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

Edelman Financial EnginesConshohocken, Pennsylvania
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At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Associate Client Advisor

Associate Client Advisor

Marsh LLCPhiladelphia, PA, United States
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We are seeking a talented individual to join our team at Marsh.New York, NY or Philadelphia, PA.This is a hybrid role that has a requirement of working at least three days a week in the office.This...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

PNCPhiladelphia, PA, US
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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's Private Bank organization, you will be based in Philadelphia, PA. The position is primarily based in a PNC location. 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). As the owner of the service experience, the Client Service Associate also partners closely with the Advisors / Leaders, Middle Office, or Operations teams for service request fulfillment, supporting our client-centric goal by providing a world-class, seamless client experience. Key responsibilities include, but are not limited to :

  • 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

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 implementation plans and related client interactions. Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary. Initiates, updates and verifies client, account, or transaction details in relevant systems / applications. Provides reports as needed. May serve 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 needed to be successful in this position.

    Preferred Skills

    Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-Oriented

    Competencies

    Accuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Management Process, Products and Services, Sales Support and Administration

    Work Experience

    Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    Education

    Associates

    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; 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.