Client Solution Advisor - Mergers & Acquisitions Payment & Escrow Services

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 Solution Advisor within PNC's Mergers & Acquisitions Payment & Escrow Services area, you will be based anywhere within the PNC footprint.

The Client Solution Advisor is a customer service position with the M&A Payment & Escrow Services group. We work directly with securityholders to help guide them through the process of completing the required documentation in order to receive their merger consideration through the PNC PAID Portal. In this role, you will gain knowledge of the Paying Agent industry and insight into our PAID application. You will be responsible for supporting our securityholders with any questions/inquiries through multiple communication channels on a daily basis (i.e., phone calls, live chats, web cases, and emails). You will also be expected to perform other job-related duties as assigned by internal teams. The schedule for this position will follow Eastern and/or Central Time Zones (9:00 am - 5:30 pm or 8:00 am - 4:30 pm).

Candidates must have the following skills/experience.
- Strong computer skills. Must be tech-savvy.
- Strong communication skills verbal and written.
- Strong organizational and interpersonal skills.
- Detail oriented, works well under pressure, and must be able to multitask.
- Able to work as part of a team to accomplish daily goals.

This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by PNC. This position may not be available in all geographic locations.

Job Description

• Implements complex new products and services for clients. Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or consultative support to prospects or clients in select deals.
• Leverages knowledge of industry and PNC products/solutions to identify outside sales opportunities. Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services. Acts a project manager and coordinates the implementation work done by others.
• Analyzes, assesses and documents client requirements. May identify customization needs, and work with service partners to decision/implement. Manages multiple complex …