Remote Client Solutions Advisor - M&A & Banking
PNC
- Remote job
PNC is seeking a Client Solution Advisor to support internal teams and external partners within the Fortis Advisors group. This remote role will handle onboarding, invoicing, payments, and post-closing processes for active M&A transactions. The role requires strong Excel skills, high attention to detail, and proactive, service-oriented communication with shareholders and stakeholders. You will manage high-volume tasks under tight deadlines while maintaining accuracy. #J-18808-Ljbffr PNC
- ...without all the small talk. And banks would only sell you what you... ...need. When a banker looked at a client, they wouldn’t just see a... ...people’s lives and offer simple solutions. That's the basics of Relationships... ...from home (WFH), Virtual, Remote environment. Hours can vary from...Remote workWork experience placementSecond jobWork at officeWork from home
$37.5k - $62.5k
...respected, valued and have an opportunity to contribute to the company’s success. As a Client Solution Specialist within PNC's Corporate Banking organization, you will be based remotely in Chicago, IL. The Client Solution Specialist will support the relationship managers...Remote workWork experience placementWork at officeWork from home- PNC is seeking a Client Solution Specialist within its Corporate Banking team. Based remotely in Chicago, IL, you will support relationship managers and client teams, handling sales, service and execution for new and ongoing client relationships. The role may be eligible...Remote jobWork at office
$120k - $180k
Derivatives Analytics & AI Solutions EngineerOverviewWe are... ..., and institutional clients.This role sits at the intersection... ...sales, trading, and banking teamsRequired... ...varying opportunities for remote work depending on the... ...Greenhill, Mizuho provides M&A, restructuring and...Remote workFull timeWork at officeLocal areaWorldwide- ...into enterprise software? We are looking for a Solution Sales Executive to help grow Truvio’s Treasury & Banking Automation solution in the North America market.... ...possible Location / work style: North America, remote Reports to: Enterprise Sales Director, North...Remote workFull timeWork at officeImmediate startWorldwide
- PNC Fortis Advisors is seeking a Client Solution Advisor for a remote role based in San Diego, CA. You will support internal... ...assist with post-closing payments for M&A transactions. The role requires... ...partners. You will liaise with banks and internal managers to ensure accurate...Remote job
- ...applications and next steps. Our partner is looking for a Solution Sales Executive – Treasury & Banking Automation based in United States. The Solution... ...Permanent, full-time employment opportunity. Fully remote working arrangement across North America, including...Remote workPermanent employmentFull time
$125.45k - $186.6k
...to work for people. Job Description The Data & Analytics Solution Sales Executive (SSE) is a sales role built for experienced data... ...of work with flexibility and trust. Work personas (flexible, remote, or required in office) are categories that are assigned to ServiceNow...Remote workFull timeWork at officeImmediate startFlexible hours$137.6k - $172k
...combining global corporate cards and banking with intuitive spend... ...key value drivers and align solutions to measurable business outcomesChallenge... ...customersAct as a trusted advisor throughout the sales... ...four weeks per year of fully remote work!ResponsibilitiesSolutions...Remote workWork at officeWork from home- Summary: The HFA Financial Advisor Senior - Branch partner... ...staff to uncover client needs and offer most appropriate financial solutions for their short-term and... ...business (Mortgage, Business Banking, Private Bank, etc.) to... ...do their best work. Remote roles will also have...Remote jobTemporary workWork at officeWork from homeFlexible hours
- ...Solutions Architect – Commercial Banking & Payments Location: Charlotte, NC Duration: 12 months Employment Type: W2 only Work Arrangement: Hybrid, 3 days onsite, 2 days remote Interview Process: 2 rounds ***W2 ONLY NO SPONSORSHIP PROVIDED***...Remote work
- Description Summary: The Insurance Solutions Manager - Licensed focuses on... ...and trainings bakers across bank segments on insurance products... ...driven environment servicing clients and providing policy... ...community, and do their best work. Remote roles will also have the opportunity...Remote workFull timeH1bWork at officeWork from homeFlexible hours
$225k - $275k
...Jacksonville, Florida, Montgomery, Alabama, Remote-AL, Remote-AR, Remote-CT, Remote-DE,... ...intelligence, and intelligent automation solutions that drive measurable business outcomes.... ...such as your social security number or banking information, via text or email. Additionally...Remote workFull timeWork from home$2,200 - $2,600 per month
...Financial Systems Specialist & Client Accountant Location: Remote (Latin America [LATAM] strongly preferred... ...feeds, vendor invoices, and banking data. Standard Accounting Treatments... ...evolve quickly, and you prefer building solutions over waiting for an SOP....Remote workFull timePart timeFor contractors$200k - $220k
...under pressure in investment banking or private equity and now wants... ...business leadersSupport fundraising, M&A and capital allocation... ...platforms and HTS (Hopper Technology Solutions), our B2B business, work... ...$180KLocationUnited States - Remote; Austin - Remote; Houston - Remote...Remote workWork experience placementWork from homeRelocation package- United States Digital Space LLC is seeking a client-facing associate in Hartford, CT. The role educates customers on self‑service banking options and processes cash transactions... ...clients toward suitable financial solutions. You will engage with clients, manage center...
- ...welcoming, personalized service and help clients reach their financial goals. You will... ...relationships by offering thoughtful financial solutions and leveraging digital tools like Chase... ...requires 1+ year of sales in retail banking, strong communication, and the ability to...
- ...in Beaumont, TX is seeking an energetic sales and service professional to manage and grow client relationships at our Financial Center. You will advise clients on banking solutions, educate on digital channels, and process routine transactions with accuracy and care....
- Bank of America in Bayside, NY is hiring a customer-focused representative to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer solutions, and connect clients to specialists while maintaining exceptional service...
- ...Chase & Co. is seeking a Relationship Banker in Beverly Hills to deliver welcoming, high-touch service and leverage Chase solutions to meet client needs. You will acquire, manage, and retain client relationships and provide thoughtful financial guidance. The role emphasizes...
- PNC Financial Services Group, Inc. in Louisville, KY seeks a Client Solutions Advisor for its Private Bank organization. This in-office role supports sales, service and execution for client relationships and coordinates multi‑step client implementations with service partners...Work at office
- Bank of America in Woodland Hills, CA, is seeking a client-focused banking professional to provide specialized guidance on borrowing and banking options. You will grow client relationships, present tailored solutions, and balance sales, risk, and service to deliver an...
- Bank of America in Layton, UT is seeking a customer‑centric banking professional to uncover personal banking needs, offer tailored solutions, and connect clients to specialists. You will balance servicing with transactional activities while proactively following up with...
- Bank of America is hiring for a customer-focused role in Georgia. The position involves engaging clients in lobby, educating them on self-service options, and accurately processing... ...connect clients with suitable financial solutions. The role requires weekend/extended...Work at officeWeekend work
- KeyBank is seeking a Private Client Banker in Redmond, WA to manage the full client relationship with a plan-... ...branch teams, and coordinate with Investment Services, Mortgage and Business Banking to deliver tailored financial wellness solutions. #J-18808-Ljbffr KeyBank
- Bank of America Corporation in Greensboro, NC, is hiring a Customer Service Associate to engage clients in the lobby and guide them through self-service options such as mobile, online... ..., build relationships, and identify solutions to meet clients’ financial goals. The role...Weekend work
- Hancock Whitney, located in Bay St. Louis, MS, seeks a proactive sales and client service professional to grow relationships and promote digital banking solutions. You will advise clients on financial products, process standard transactions, and collaborate with partners...
- Bank of America is seeking a client-focused sales associate for its financial center in the United States. The role emphasizes uncovering personal banking needs, delivering solutions, and connecting clients to specialists while maintaining high-quality client care. The...
- Bank of America is seeking a client-focused role to engage customers in the lobby, guide self-service transactions, and accurately process cash needs... ...' financial goals, and connect them to appropriate solutions while ensuring compliance and excellent service. The position...Weekend work
- Bank of America in Summit, NJ is hiring for a branch associate focused on engaging clients, educating them on self-service options, and efficiently processing cash transactions... ...connect clients with suitable financial solutions. The role emphasizes teamwork, strong communication...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Client Solutions Advisor - M&A & Banking. Be the first to apply!
- insurance customer service advisor Salem, OR
- customer success associate Salem, OR
- manufacturing customer service representative Salem, OR
- customer service attendant Salem, OR
- client service consultant Salem, OR
- customer outreach specialist Salem, OR
- customer associate Salem, OR
- td bank customer service representative Salem, OR
- client retention specialist Salem, OR
- customer support specialist Salem, OR



