Client Solution Advisor - PNC Fortis Advisors

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. As a Client Solution Advisor within PNC's Fortis Advisors organization, you my be based anywhere within the PNC footprint.

The Client Solution Advisor will provide exceptional support for our internal teams as well as our various external vendors and partners. They will also act as a liaison between parties at closing to ensure proper account onboarding, and to help facilitate payments throughout the post-closing process related to all active M&A transactions.

The Client Solution Advisor will also handle incoming invoices, balance and payment requests, phone calls, and general internal case management, including fielding inquiries from shareholders that are complicated and analytical in nature. They will also work as a liaison with various banks and other parties to ensure accurate records and transaction balances. Our ideal candidate should be able to understand and decipher complex information contained in transaction documents (i.e. merger agreements, escrow agreements, paying agent agreements). In addition, they must be able to critically analyze and generate reports from data contained in confidential and intricate Excel spreadsheets (i.e. intermediate accounting and Excel skills are a requirement). This role requires a very strong attention to detail and accuracy, high sense of ownership, focus on managing and resolving issues, along with establishing relationships and maintaining a service-oriented mentality with shareholders to keep them updated with the status of their requests.

The Client Solution Advisor will also partner internally with senior managers to ensure appropriate follow-through and timely resolution of any issues related to incoming and outgoing funds.

Preferences/Skills
• Previous experience in an accounting/financial role dealing with high attention to detail financial details is preferred; specific experience in accounts payable, accounts receivable, or billing as an added benefit
• Must be self-motivated, detail-oriented, proactive and have a strong service mentality
• Must have effective and professional communication skills, both written (via email) and verbal (via phone)
• Must be able to prioritize tasks and have strong time management skills
• Must be able to work well in high volume, high pressure situations under tight deadlines while remaining focused
• Advanced knowledge of and experience with Microsoft Excel required
• CRM / Database experience is preferred; NetSuite experience would be an added benefit

This is a remote position. Work may be performed …