Client Service Associate
PNC Financial Services Group —Baltimore, MD
- $57,750 - $96,250 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Wellness program
- Health savings account
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA
Thrivent —Bellevue, WA
- $70,000 - $105,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Commercial Lines Service Consultant (required to have an active Property & Casualty license)
InsureOne Insurance Services America LLC —Ilion, NY
- $45,000 - $75,000 a year
- Hybrid work
- Spanish
- Computer literacy
- English
- Paid training
- Paid holidays
Quick Apply
12d
Banking Center Manager - Altus
MIDFIRST BANK —Altus, OK
- Extended hours
- Spanish
- Microsoft Excel
- Microsoft Outlook
Insurance Account Manager - Commercial Lines
Nicholson & Associates Insurance LLC —Centralia, WA
- $48,000 - $68,000 a year
- Full-time
- Mid-level
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Client Advisor/Sales
Overland Sheepskin Co. —Ketchum, ID
- From $25 an hour
- Full-time
- Customer service
- Merchandising
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
- $60,000 - $70,000 a year
- 8 hour shift
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor, Canton Area, OH
NEST Capital —New Philadelphia, OH
- Email
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate (Hybrid Work Option)
Wealth Enhancement Group —Albuquerque, NM
- $42,500 - $63,750 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Associate Veterinarian: GP & Exotics
East Petaluma Animal Hospital —Petaluma, CA
- $140,000 - $160,000 a year
- Full-time
- Mid-level
- Surgery
- In-person
- Health insurance
- Dental insurance
Quick Apply
Senior Client Service Associate
Wealth Enhancement Group —Boston, MA
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
10h
Client Service Associate
Three Seasons Wealth —Salt Lake City, UT
- $60,000 - $80,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Insurance Sales & Service Associate
Farmers Insurance Agency —Northfield, MN
- $36,000 - $56,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Mentoring
- Leadership
- Opportunities for advancement
Quick Apply
Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
14d
Client Service Specialist for Mediation Non-Profit (must be in Hawaii)
The Mediation Center of the Pacific —Honolulu, HI
- $21 - $25 an hour
- 8 hour shift
- Background check
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Agent, Commercial Lines
Armed Forces Insurance —Leavenworth, KS
- $49,000 - $58,000 a year
- Microsoft Outlook
- Word processing
- Bachelor of Science
- Paid holidays
- Disability insurance
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Thrivent —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Remote
- Research
- Mid-level
- 3 years
- Retirement plan
Quick Apply
Client Advisor/Sales
Overland Sheepskin Co. —Lake Placid, NY
- From $23 an hour
- Full-time
- Merchandising
- US work authorization
- Cleaning
- Health savings account
- Health insurance
Quick Apply
Insurance Associate
Confidential —Jacksonville, NC
- Full-time
- Analysis skills
- In-person
- Communication skills
Quick Apply
2d

I want to receive the latest job alert for Client Service Associate

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Client Service Associate jobs near

Client Services Associate jobs in Baltimore, MD

Financial Advisor jobs in Bellevue, WA

Financial Advisor jobs in Madison, WI

Insurance Agent jobs in Jacksonville, NC

Client Services Associate jobs in Salt Lake City, UT

Financial Advisor jobs in Seattle, WA

Senior Client Services Associate jobs in Boston, MA

Client Services Associate jobs in Albuquerque, NM

Client Services Associate jobs in San Jose, CA

Sales Associate Retail jobs in Bronx, NY

Client Services Associate jobs in Colorado Springs, CO

Associate Degree jobs in Los Angeles, CA

Client Services Associate jobs in Arlington, VA

Client Services Associate jobs in Boca Raton, FL

Chief Financial Officer jobs in Miami, FL

Academic Advisor jobs in Dallas, TX

Financial Advisor jobs in Jupiter, FL

Financial Advisor jobs in York, PA

Financial Analyst jobs in Omaha, NE

Financial Advisor jobs in Nampa, ID

Client Service Associate

PNC Financial Services Group -
Baltimore, MD

Apply Now

Job Details

Full-time
$57,750 - $96,250 a year

Benefits

Wellness program
Health savings account
Paid holidays
Disability insurance
Dependent care reimbursement
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance
Prescription drug insurance

Qualifications

Investment management experience
Fiduciary duties
Customer relationship management

Full Job Description

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. 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 Baltimore, MD.

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). The Client Service Associate also partners with Advisors/Leaders on any client related activities.

As the owner of the service experience, the Client Service Associate also partners closely with the Advisors, Middle Office, or Operations teams for service request fulfillment, supporting our collective goal of becoming more client-centric and providing a world-class, seamless client experience.

This role reports directly to Client Service Manager or the Client Service Director.

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

Transaction Requests
Maintenance Requests
Inquiry Requests
Risk Management

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Develops and maintains long term client relationships. Actively manages client expectations to ensure maximum satisfaction with products and service.
Provides exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, demographic update, beneficiary administration, security transfers, credit transactions, and research requests.
Identifies opportunities for use of digital tools to offer self-service solutions successfully. Serves as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary to senior leadership.
Communicates with internal partners to identify potential issues, working collectively to solve problems and track open issues to resolution. Learns and understands existing and upcoming technologies to support client consultation and requests.
Proactively works to determine service improvements and solicit client input and feedback to drive client satisfaction.

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.

Competencies

Accuracy and Attention to Detail, Client Relationship Management, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Fiduciary Responsibilities, Investment Management, Managing Multiple Priorities, Products and Services

Work Experience

Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Pay Transparency

Base Salary: $57,750.00 – $96,250.00

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 02/10/2026, 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; 9 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 pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [email protected]. 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.

Apply Now

Refine Your Search

Client Service Associate jobs

I want to receive the latest job alert for Client Service Associate

Related Searches

Explore jobs in more locations

Position Overview

Job Description

Qualifications

Competencies

Work Experience

Education

Certifications

Licenses

Pay Transparency

Application Window

Benefits

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents