Client Solution Advisor 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. 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 PNCs Fortis Advisors organization, you will be based remotely in California.

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 postclosing process related to all active M&A transactions.

PreferencesSkills
• Previous experience in an accountingfinancial 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 selfmotivated, detailoriented, 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

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 clientspecific procedures. Provides sales or consultative support to prospects or clients in select deals.
• Leverages knowledge of industry and PNC productssolutions to identify outside sales opportunities. Consults with clients and service partners to gather and utilize data to establish or update client specific information for productsservices. 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 decisionimplement. Manages multiple complex implementations simultaneously, facilitatescoordinates internal and external stakeholder meetings, creates and maintains project documentation, and createsdelivers reporting on progress.
• Serves as an escalation point and independently resolves challenges regarding implementation and production support issues raised by staff or client. Identifies and drives development of necessary solutions. Ensures positive ongoing client experiences.
• Serves as team subject matter expert. Coaches staff, Sales, andor client when needed. Leads team communications and meetings, performs workflow coordination, and participates in special projects and initiatives. May develop and maintain training materials and provide training to service partners and clients.

• PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNCs Enterprise Risk Management Framework.

  • Qualifications

    Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certificationslicensures needed to be successful in this position.

    Preferred Skills

    Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, ResultsOriented

    Competencies

    Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Management Process, Process Management, Sales Support and Administration

    Work Experience

    Roles at this level typically require a university college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    Education

    Bachelors

    Certifications

    No Required Certification(s)

    Licenses

    No Required License(s)

    Pay Transparency

    Base Salary: $49,500.00 – $97,110.00

    Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business andor individual performance.

    Application Window

    Generally, this opening is expected to be posted for two business days from 07312025, although it may be longer with business discretion.

    Benefits

    PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for fulltime employees include: medicalprescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spousechild life insurance; short and longterm disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; backup childelder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

    In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity andor parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    To learn more about these and other programs, including benefits for full time and parttime employees, visit Your PNC Total Rewards.

    Disability Accommodations Statement

    If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 8779687762 and say Workday for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    
    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    Equal Employment Opportunity (EEO)

    
    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) andor the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

    California Residents

    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.