Customer Service Representative Specialist - PNC Wealth Management

About this kind of role

What a Customer Service Representative Specialist - PNC Wealth Management usually does. The employer's own details are in the listing.

Typically does: Responds to client inquiries regarding accounts, services, and general information, often resolving issues and escalating complex problems to appropriate teams. Processes routine transactions, such as address changes and fund transfers, while adhering to compliance guidelines and security protocols. Provides excellent customer service via phone, email, or chat, aiming to build rapport and ensure client satisfaction. Documents interactions and maintains accurate client records within established systems.

Tools and skills: Proficiency in Microsoft Office Suite, CRM software, and strong communication, problem-solving, and active listening skills are generally required.

Good fit for: Individuals with a strong customer service orientation, attention to detail, and the ability to work effectively in a fast-paced environment often thrive in this role.