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Senior Client Solution Specialist

PNC Financial Services Group -
Cincinnati, OH

Apply Now

Job Details

Full-time
$41,250 - $68,750 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

Estate administration
Customer communication
Sales support
Financial sales
Financial services customer support
Customer relationship building
Account maintenance
Financial transaction processing
Spreadsheets
Regulatory compliance
Sales administration
Mid-level
Legal firm experience
Trust administration
Managing clients in a customer support role
Decision making
Customer engagement
Customer relationship management
Probate process support
Law office experience
Customer issue escalation
Data collection
Associate's degree
Risk & issue management
Account management
2 years
Account opening
Documentation reviews
Wills, trusts & estate law

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 Senior Client Solution Specialist within PNC's Private Bank organization, you will be based in Cincinnati, OH.

Key Responsibilities:

Senior Client Solution Specialist (CSS) will help support Senior Estate Settlement Advisors (ESA) to:

Collect assets and prepare spreadsheets to track collection process
Process call reports
Meet offsite with appraisers and estate sale vendors
Process cash and asset movement and other tasks at discretion of Sr. ESA.

Preferred Skills and Experience:

2+ years' probate law firm experience, or equivalent experience/educational background that demonstrates familiarity with wills, probate, trust, and estate administration.

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

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 implementation plans and related client interactions.
Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary.
Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
May serve 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 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.

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: $41,250.00 – $68,750.00

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 06/18/2026, 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

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Position Overview

Job Description

Qualifications

Preferred Skills

Competencies

Work Experience

Education

Certifications

Licenses

Pay Transparency

Application Window

Benefits

Disability Accommodations Statement

Equal Employment Opportunity (EEO)

California Residents