29 days old

Client Solution Advisor

PNC Financial Services Group
San Diego, CA 92101
  • Job Code

Job Profile

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. As a Client Solution Advisor within PNC's Fortis Advisors organization, you will be based in San Diego, CA.

The Client Solution Advisor will be heavily involved in managing spreadsheet data and reporting for shareholders with respect to their M&A transaction. They will also assist with facilitating distributions of proceeds throughout the post-closing process, as well as provide exceptional customer support for our various shareholder clients.

The Client Solution Advisor will also handle incoming phone calls, emails, and internal case management, including fielding inquiries from shareholders that are complicated and analytical in nature. He/she will constantly work as a liaison with various banks and other parties to ensure shareholders receive their transaction proceeds. Our ideal candidate should be able to understand and decipher complex information contained in transaction documents (i.e. merger agreements, asset purchase agreements, escrow agreements). In addition, he/she must be able to critically analyze and generate reports from data contained in confidential and intricate Excel spreadsheets (i.e. advanced excel skills are a requirement). This role requires a strong attention to detail and accuracy, high sense of ownership, focus on managing and resolving issues, along with establishing relationships and maintaining a service-oriented mentality with shareholders to keep them updated with the status of their requests.

The Client Solution Advisor will also partner internally with senior managers to ensure appropriate follow-through and timely resolution of client issues.

Previous experience in accounting, finance or banking roles are preferred; experience in the investment management or financial industry would be an added benefit
Must be self-motivated, detail-oriented, proactive and have a strong client-service mentality
Must have effective and professional communication skills, both written (via email) and verbal (via phone)
Must be able to prioritize tasks and have strong time management skills
Must be able to work well in high volume, high pressure situations under tight deadlines while remaining focused
Advanced knowledge of and experience with Microsoft Excel required
CRM / Database experience is preferred; NetSuite experience would be an added benefit

Job Description

  • Implements complex new products and services for clients. Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or consultative support to prospects or clients in select deals.
  • Leverages knowledge of industry and PNC products/solutions to identify outside sales opportunities. Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services. Acts a project manager and coordinates the implementation work done by others.
  • Analyzes, assesses and documents client requirements. May identify customization needs, and work with service partners to decision/implement. Manages multiple complex implementations simultaneously, facilitates/coordinates internal and external stakeholder meetings, creates and maintains project documentation, and creates/delivers reporting on progress.
  • Serves as an escalation point and independently resolves challenges regarding implementation and production support issues raised by staff or client. Identifies and drives development of necessary solutions. Ensures positive ongoing client experiences.
  • Serves as team subject matter expert. Coaches staff, Sales, and/or client when needed. Leads team communications and meetings, performs workflow coordination, and participates in special projects and initiatives. May develop and maintain training materials and provide training to service partners and clients.

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.


Customer Relationship Management Applications Knowledge of and ability to design, develop and implement a whole range of application tools or modules used in Customer Relationship Management (CRM).

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.

Process Management Knowledge of business process improvement tools and techniques and ability to understand, monitor, update, or enhance existing business or work processes.

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 a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.



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 pathfinder@pnc.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.

Posted: 2021-05-15 Expires: 2021-06-13
Sponsored by:
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Client Solution Advisor

PNC Financial Services Group
San Diego, CA 92101

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