- Military Experience
- FINRA License
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 Managed Account Specialist within PNC's Investment organization, you will be based in Pittsburgh PA, Cleveland OH, Charlotte NC.
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.
Manages Risk - Basic Experience
Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework.
Customer Focus - Basic Experience
Knowledge of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions, and ability to leverage that information in creating customized customer solutions.
Job Specific Competencies
Accuracy and Attention to Detail - Extensive Experience
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 - Working Experience
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 - Working Experience
Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.
Effective Communications - Working Experience
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 - Working Experience
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 - Working Experience
Knowledge of effective self-management practices and ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
Problem Management Process (TCS) - Extensive Experience
Knowledge of the problem management process and ability to bring a reported problem to a successful resolution.
Products and Services - Working Experience
Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations.
Sales Support and Administration - Working Experience
Knowledge of sales tasks, tools and procedures and the ability to support an organization's sales plan and process.
FINRA Series 7, 63 (or 66) required.
Required Education and 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.
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