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Sr Client Solution Specialist - Estate Settlement
Sr Client Solution Specialist - Estate SettlementPNC • Baltimore, MD, US
Sr Client Solution Specialist - Estate Settlement

Sr Client Solution Specialist - Estate Settlement

PNC • Baltimore, MD, US
21 hours ago
Job type
  • Full-time
Job description

Sr Client Solution Specialist

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 Sr Client Solution Specialist within PNC's Estate Settlement organization, you will be based in Baltimore, MD. In this role, you will support the Estate Settlement Advisor(s) in all aspects of estate and trust administration and the delivery of an exceptional client experience including inventory and collection of estate assets, estate distribution, and use of client management, workflow, trust accounting, and tax systems. Frequent communication with clients, internal team members, attorneys, and external partners. Ensure compliance with state and federal regulations and Bank policy and procedures. Candidates with experience in client and fiduciary services, accounting, and client management systems, and banking is preferred. Individuals who have a background as a legal assistant / paralegal with experience in an estate planning or probate practice are also desirable. Strong computer / technical skills required, including Microsoft Word, Excel, Microsoft Outlook, database and management systems, and internet research is helpful. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

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Client Specialist • Baltimore, MD, US

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