Client Experience Associate
$40.5k - $67.5kPNC Bank
Full Time Client Experience Associate 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 Full Time Client Experience Associate within PNC's retail branch banking organization, you will be based in our Framingham branch, Boston, MA. 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 Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate. Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to solve customer's problems. Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner. Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty. Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty. 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. Preferred Skills Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales Competencies Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs Work Experience Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically Education No Degree Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency Base Salary: $40,500.00 $67,500.00Salaries 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. 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 View email address on click.appcast.io . 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 View phone number on click.appcast.io 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.
$40.5k - $67.5k
...markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an... ...to contribute to the company’s success. As a Full Time Client Experience Associate within PNC's retail branch banking organization, you will...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$31.2k - $90k
...Client Service Associate Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private... ...processing at the direction of the FA/PWA Education, Experience, Knowledge, and Skills: Education and/or Experience...SuggestedTemporary workWork at officeLocal area- ...which serves public entities and institutional clients, and Private Wealth, which serves individuals... ...is eligible for a bonus. The Client Service Associate (CSA) plays a critical role in delivering exceptional client experience for Bartholomew Private Wealth clients and...SuggestedHourly payFull timeWork at officeFlexible hours
$25 - $45 per hour
...guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;...SuggestedHourly payFull timeSeasonal workWork at officeWork from homeDay shift- ...Registered Wealth Management Client Associate Westborough, Massachusetts To proceed with your application, you must be at least 18... ...Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
$25 - $45 per hour
...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers;...Hourly paySeasonal workWork at officeWork from homeShift workDay shift$65k - $75k
...wrote ourselves. We have higher account minimums to ensure fewer clients and deeper relationships. We take process and organization... ...professionally Bachelor’s degree preferred or in progress 0-3 years of experience in financial services or a client facing role in any industry...Full timeWork at officeLocal area$65k - $70k
...Job Description Summary: Focus Partners is seeking a Client Service Associate to join our growing team! The Client Service Associate role is... .... Qualifications Bachelor’s Degree with 1+ years relevant experience (including internships). Strong self‑initiated follow‑through...InternshipWork at officeLocal areaRemote work2 days per week- ...About the job Client Service Associate Client Service Associate Greater Boston based Wealth Management firm is seeking a Client... ...Series 7 / 63 / 66, SIE highly preferred ~1-3 years of experience in Wealth Management as either a CSA or comparable role...
- ...Bartholomew & Company, based in Worcester with a Framingham, MA role in Private Wealth, seeks a Client Service Associate. You will lead client service workflows, support advisor teams, and mentor junior associates while upholding high service standards. Join a collaborative...Full time
- ...S. As our firm continues to grow, we are looking to add a Client Service Associate to our dynamic and client-focused team. Recently named one... ...sense of prioritization, organization, and urgency. Industry experience preferred but not required. This is a hybrid position with...Flexible hours
$60k - $70k
...a motivated and qualified individual for the position of Client Service Associate. The individual selected for this opportunity will be distinguished... ...'s degree with a minimum of 3+ years administrative experience in financial or professional services, or an Associate's...Work experience placementWork at office$50k - $60k
...management firm that provides customized solutions designed to help clients grow and protect their wealth so they can pursue a rewarding... ...as defined by the Client Services Manager Education, Experience and Qualifications Bachelor's degree with 1-2 years of related...Work experience placementWork at officeLocal area$44k - $66k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource... ...? Must-have Bachelor’s degree or job-related experience Strong soft skills including verbal and written communication...Full timeWork at officeFlexible hours- Focus Partners Wealth seeks a Client Service Associate to support Wealth Advisors and strengthen client relationships. You will own requests from start to finish, coordinate with custodians and the operations team, and ensure accurate, timely service in a fiduciary environment...Work at officeRemote work
$65k - $70k
Focus Partners Wealth is seeking a Client Service Associate to join our growing team in Needham, MA. You will support Wealth Advisors, serving as the primary contact for operational and service needs, and own requests from start to finish in a collaborative, fiduciary-...Work at officeRemote work3 days per week- ...two Supervising Attorneys with a minimum of five years of legal experience including at least three years providing criminal defense... ...We fight for equal justice and human dignity by supporting our clients in achieving their legal and life goals. We zealously advocate...Work at officeRemote work
- ...appearances. Why join us? Candidate would be representing clients primarily in divorce and paternity cases, and all related... ...interpreter as needed. Qualifications: 3+ years of family law experience Strong negotiation and oral advocacy skills Able to meet...Work at officeLocal areaFlexible hours3 days per week
$65k - $85k
...duration) 401K retirement plan, with company match after 1 year of fulltime employment Competitive salary tailored to your experience In-Office / Home-Office work reporting options Can be located in either Anchorage or Wasilla, AK or Bozeman, MT Job Details...Full timeWork at officeLocal areaWork from homeHome office- ...Associate with 3-5 years experience needed for Metro West firm specializing in landlord/tenant litigation, representing property management companies in Massachusetts, Rhode Island and New Hampshire. Looking for organized individual, with good interpersonal communication...
$120k - $160k
...and benefits. A collegial, supportive work environment. Direct client interaction and meaningful responsibility. Opportunities for professional... ...this range may include geography/market, skills, education, experience and other qualifications of the successful candidate....Full timeFlexible hours- ...the United States. The ideal candidate will have 5+ years of experience in litigation, strong research and writing skills, and trial experience... ...specialization being a plus. The role involves representing clients through all stages of litigation, drafting pleadings and...Permanent employment
- ...justice and human dignity by supporting our clients in achieving their legal and life goals.... ...a broad range of human differences and experience; (2) Provide a work climate that is... ...case strategy and meeting all deadlines associated with cases; Maintaining professional and...Full timeWork at officeLocal areaRemote work
- A leading financial services firm is seeking a Client Service Associate in Wellesley, MA. This role involves providing exceptional service to clients and supporting Financial Advisors with daily tasks, such as managing account inquiries and promoting digital tools. Ideal...
- ...up and advance into Paraplanning and other advisor roles over time. You will collaborate with Operations, Planning, and Investment teams to support client service and planning, with potential hybrid work after training. #J-18808-Ljbffr Retirement Resource Center, LLC.
- ...Overview A law firm seeks an experienced Associate Attorney for its Litigation Practice... ...depositions, and mediations. Communicate with clients and provide legal advice and status... ...litigation caseload. Requirements 4-8 years of experience in commercial litigation. Juris...Full timeWork at office
$100k - $140k
...actual pay will be based on your skills and experience — talk with your recruiter to learn more... ...a talented Commercial Litigation Associate to join our growing team. We represent a... ...Participate in case strategy development and client counseling. Manage multiple cases...Full timeFlexible hours$150k - $190k
...Bowditch & Dewey is seeking an experienced associate for our Litigation Practice Area. The... ...depositions, and mediations Communicating with clients, analyzing client needs, providing sound... ...: ** Five (5) – ten (10) years of experience in a commercial litigation practice area...Full timeWork at office- ...seeks two Supervising Attorneys with at least five years of legal experience, including three years in criminal defense, to supervise Trial... ...County. Under the Attorney in Charge, you will interview clients, argue pretrial motions, oversee investigations, and provide training...Work at office
- ...players to obtain the best possible legal and life outcomes for our clients. We fight for equal justice and human dignity by supporting... ...members represent a broad range of human differences and experience; (2) Provide a work climate that is respectful and supports success...Full timeWork at officeLocal areaRemote workShift workAfternoon shift
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