Client Solution Advisor - Mergers & Acquisitions Payment & Escrow Services
PNC Minneapolis (MN014)
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 …
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RestrictionsMay not be available in all geographic locations Not available in all geographic locations Position may not be available in all geographic locations Remote position This position may not be available in all geographic locations Work may be performed from a quiet, confidential space in a home location, approved by PNC
Benefits/PerksDental and vision options Dependent care reimbursement Disability protection Incentive eligible Inclusive workplace Inclusive workplace culture Life Insurance Opportunity for contribution Pension Remote position Remote work Stock purchase plans Vision options
SkillsBusiness Objectives Client Relations Communication Consultative Support Consulting Critical thinking Customer Experience Customer Needs Customer service Customer solutions Customer Support Decision making Decision Making and Critical Thinking Detail oriented Documentation Effective Communications Flexibility Flexibility and Adaptability Implementation Interpersonal Managing Multiple Priorities Multitasking Organizational Problem Management Process Management Products and services Project Management Relationship Management Results-Oriented Risk Management Sales Sales Support Tech-savvy Training
Experience0 years
Education Timezones