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. As a Client Solutions Specialist Senior within PNC's Asset Management organization, you will be based in Baltimore, Maryland.
Roles & Responsibilities:
Support assigned Fiduciary Advisor (FA) and other Advisors as needed
Handling client requests that come in for FA (cash transfer, KYC updates- address change,
phone number update, email update)
Set up/maintenance of Contact Information, Fees, create & process all workflows
Prepare Service Requests to update remittance %, update payment method
Prepare Service Requests to establish statements, remove statements
Client correspondence, both written and oral
Cash transactions (both receipts & disbursements) including bill pay
Obtaining written client authorizations
Process outgoing wires and claim incoming wires into assigned account
Assist FA in typing Discretionary Distributions - can create only, cannot submit or approve
Help clear Compliance issues/exceptions
Preparing and submitting Service Request terminations to Account Services Team
Prepare Gift Request form and submit to AST
Prepare Asset Movement Service Requests
Help clear CART activities, including updating resolution comments and marking items as
Have a clear understanding of what documentation is required for all workflows and
Know what workflow is needed to execute a client request
Knowledge of Intranet site, AMG forms, Policy & Procedures
Know all AML/KYC/CIP requirements for new clients
Microsoft Office (Word, Excel, Outlook, Calendar, Skype)
Complete Family Trees
Clear daily overdrafts
Email Tax Officer when address is updated on Siebel and AM Trust
Fee Exception Requests - Prepare, obtain ARC signatures and submit to Fee Unit Group for processing. Scan to ARC folder after completion
Approve Cash Disbursements up to $50,000 for other Client Solutions Specialists in office
Email Partners for requests (Banking, Investments)
Follow up with Partners when work requests is completed
Assist clients with Online Banking ( example: set up paperless statements)
Assist with other Fiduciary Projects, as requested from other FA's and FA Assistants
Paralegal experience or experience working with Trusts and Estates is highly desired. 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.
Accuracy and Attention to Detail - Understanding of the necessity and value of accuracy and attention to detail; ability to process information with high levels of accuracy.
Customer Support Policies, Standards and Procedures - Knowledge of the organization's customer support policies, standards and procedures and ability to guide customers on all company interactions.
Decision Making and Critical Thinking - Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions.
Effective Communications - Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Flexibility and Adaptability - Knowledge of successful approaches, tools, and techniques for dealing with changes and adapting to a changing environment; ability to adapt as needed.
Managing Multiple Priorities - Ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Problem Management Process - Knowledge of and ability to bring a reported problem to successful resolution.
Products and Services - Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.
Sales Support and Administration - Knowledge of sales tasks, tools and procedures and the ability to support an organization's sales plan and process. 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 and experience (including military service) may be considered. Education
Associates Disability Accommodations Statement:
The PNC workplace is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the PNC Careers website or submission process, please call 877-968-7762 and select Option 4: Recruiting or contact us via email at email@example.com.
The Human Resources Service Center hours of operation are Monday - Friday 9:00 AM to 5:00 PM ET. 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. 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.