Talent.com
Client Solution Specialist Sr
Client Solution Specialist SrPNC • Cleveland, OH, US
Client Solution Specialist Sr

Client Solution Specialist Sr

PNC • Cleveland, OH, US
1 day ago
Job type
  • Full-time
  • Part-time
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 Solution Specialist Sr within PNCs Private Bank organization, you will be based in Cleveland, Ohio. 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 managers discretion. The Client Solution Specialist Sr is the trusted partner to the Wealth Management Leadership and Advisor teams. The Sales & Support Administrator partners with the Wealth Management advisor team to proactively manage their assigned book of business. This enables advisor capacity to work more closely with clients by providing essential office and administrative support, which will help our clients achieve and maintain financial success. The Client Solution Specialist Sr fulfills responsibilities across all PNC wealth disciplines.

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

  • Cross-discipline sales support
  • New client onboarding
  • Administrative support
  • 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 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 PNCs 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)

    Pay Transparency

    Base Salary : $37,500.00 $62,500.00 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 11 / 26 / 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.

    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.

    Create a job alert for this search

    Sr Client Solution Specialist • Cleveland, OH, US

    Related jobs
    Sr. Solutions Architect, Global System Integrators

    Sr. Solutions Architect, Global System Integrators

    Keyfactor • Independence, OH, United States
    Full-time
    Our mission is to build a connected society, rooted in trust, with identity-first security for every machine and human.Keyfactor helps organizations move fast to establish digital trust at scale - ...Show more
    Last updated: 30+ days ago • Promoted
    Client Service Specialist

    Client Service Specialist

    Ameriprise Financial, Inc. • Akron, Ohio, United States
    Full-time
    Step into an instrumental role.Help conduct the smooth operation of a fast-paced—and friendly—financial planning office.Work as an employee of an independent advisor franchisee with a financial adv...Show more
    Last updated: 4 days ago • Promoted
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Cleveland Heights, Ohio
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show more
    Last updated: 23 days ago • Promoted
    Travel CT Tech in Ohio

    Travel CT Tech in Ohio

    AlliedTravelCareers • All Cities, OH, US
    Full-time +1
    AlliedTravelCareers is working with Medix to find a qualified CT Tech in Ohio!.Medix, a leading staffing agency, is seeking a. Ear, Nose, and Throat (ENT) clinic environment in Ohio.As a Travel CT T...Show more
    Last updated: 30+ days ago • Promoted
    Client Service Manager, Retirement Plan Services

    Client Service Manager, Retirement Plan Services

    Charles Schwab • RICHFIELD, OH, US
    Full-time
    Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.At Schwab, you’re empowered to make an impact on your career.Here, innovative ...Show more
    Last updated: 30+ days ago • Promoted
    Membership Consultant

    Membership Consultant

    ArchWell Health • Cleveland Heights, OH, United States
    Full-time
    Health is a new, innovative healthcare provider devoted to improving the lives of our senior members.We deliver best-in-class care at comfortable, accessible neighborhood clinics where seniors can ...Show more
    Last updated: 2 days ago • Promoted
    Side Hustle Project Lead

    Side Hustle Project Lead

    Finance Buzz • Euclid, Ohio, US
    Full-time +1
    We’re offering a role for someone who wants to lead their own side-income project in their spare time.You’ll explore various proven side hustles, select the ones that fit your lifestyle, and run th...Show more
    Last updated: 30+ days ago • Promoted
    Channel Solutions Engineer, Technical Alliances

    Channel Solutions Engineer, Technical Alliances

    Keyfactor • Independence, OH, United States
    Full-time +1
    Our mission is to build a connected society, rooted in trust, with identity-first security for every machine and human.Keyfactor helps organizations move fast to establish digital trust at scale - ...Show more
    Last updated: 28 days ago • Promoted
    Flexible $ : Earn At Least $1550 For Your First 124 Trips, Guaranteed.

    Flexible $ : Earn At Least $1550 For Your First 124 Trips, Guaranteed.

    Uber • Bratenahl, Ohio, United States
    Full-time +1
    Earn at least $1550 driving with Uber when you complete your first 124 trips in 30 days.Why Uber? Driving is an easy way to boost your income while maintaining the flexibility your schedule require...Show more
    Last updated: 14 days ago • Promoted
    Remote Bilingual Spanish Finance Expert - AI Trainer ($25-$65 per hour)

    Remote Bilingual Spanish Finance Expert - AI Trainer ($25-$65 per hour)

    Mercor • Euclid, Ohio, US
    Remote
    Full-time
    Mercor is seeking • •native Spanish speakers • • who are also • •finance professionals • • based in Spain, Mexico, Central America, or South America. This role combines your • •financial analysis and inves...Show more
    Last updated: 16 hours ago • Promoted • New!
    Travel Non-Clinical Tech - $1,633 per week in Ohio

    Travel Non-Clinical Tech - $1,633 per week in Ohio

    AlliedTravelCareers • All Cities, OH, US
    Full-time +1
    AlliedTravelCareers is working with Infojini Healthcare to find a qualified Non-Clinical Tech in Ohio!.Non-Clinical travel Non-Clinical needed in Ohio. At Infojini Healthcare, We tell it like it is....Show more
    Last updated: 30+ days ago • Promoted
    Bilingual Customer Support Specialist

    Bilingual Customer Support Specialist

    VirtualVocations • Akron, Ohio, United States
    Full-time
    A company is looking for a Supplier Success Professional (Customer Support) - Bilingual French / English.Key Responsibilities Provide professional support to all customers and assist them in naviga...Show more
    Last updated: 30+ days ago • Promoted
    Complete Surgical Care Solution Specialist

    Complete Surgical Care Solution Specialist

    Christian Healthcare Ministries • Barberton, OH, US
    Full-time
    Complete Surgical Care Solution Specialist is a key member of the Complete Surgical Care Solution department, collaborating with Coral, a partnered company, to ensure the delivery of bundled pricin...Show more
    Last updated: 30+ days ago • Promoted
    Technical Specialist

    Technical Specialist

    CSA America Testing & Certification LLC • Cleveland, OH, United States
    Full-time
    BUILDING A WORLD CLASS TEAM STARTS WITH YOU.At the heart of CSA Group is a vision : making the world a better, safer, more sustainable place. It's been part of our mission for nearly one hundred year...Show more
    Last updated: 16 days ago • Promoted
    Customer Support Specialist

    Customer Support Specialist

    VirtualVocations • Akron, Ohio, United States
    Full-time
    A company is looking for a Customer Support Specialist (T1) to handle customer inquiries and technical issues remotely.Key Responsibilities Field tier 1 customer inquiries via phone, email, chat,...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Project Manager

    Sr. Project Manager

    Genesis10 • Brooklyn, OH, US
    Permanent +1
    Project Manager for a 7 – month contract position with a leading financial services company located in Cleveland, OH.This on-site role can be located in Cleveland, OH or Buffalo, NY.HR W2 Summary : ...Show more
    Last updated: 24 days ago • Promoted
    ARRT CT Tech / Imaging Specialist

    ARRT CT Tech / Imaging Specialist

    MLee Healthcare Staffing and Recruiting, Inc • Cleveland, OH, United States
    Full-time
    Unleash Your Talent in the Vibrant Heart of Cleveland, Ohio - Where Tradition Meets Tomorrow.Step into the dynamic world of Cleveland, a city renowned for its rich cultural tapestry and thriving he...Show more
    Last updated: 18 days ago • Promoted
    Client Relations Specialist

    Client Relations Specialist

    Tremco • Beachwood, OH, US
    Full-time
    The Client Relations Specialist serves as the liaison with the company's customers, developing relationships, providing guidance and advice, and providing a higher level of customer support on a sp...Show more
    Last updated: 30+ days ago • Promoted