PNC Financial Services·2 months ago
2 months ago
Client Onboarding Associate
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About this role
Become part of our team as a Client Onboarding Associate, supporting clients in the Private Bank division by managing account onboarding, including opening deposits and investments. Collaborate with internal teams to ensure accurate documentation and a positive client experience. Ideal for candidates with a university degree and up to one year of relevant experience.
Skills
- account opening
- client onboarding
- customer service
- asset funding
- aml compliance
- kyc compliance
- records retention
- decision making
- sales support
- managing multiple priorities
- quality management
- risk management
- digital data entry
- problem resolution
Company
PNC Financial Services
Phoenix, United States of America
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