Key skills
Risk Management
About this role
Role Overview
- Serve as the day-to-day contact for all administrative needs of the client, trust or retirement plan
- Conduct administrative reviews and communicate issues to the client and appropriate committees
- Review and implement transaction processing and respond to client inquiries
- Assist clients in meeting regulatory obligations by providing necessary documents and tax information
- Administer more complex accounts ensuring compliance with legal and fiduciary regulations
- Manage a diverse book of business with varying account types
- Deliver client services to grow the business and ensure the highest level of client experience
- Handle risk management and resolution of legal and compliance-related issues for assigned accounts
- Maintain and retain assets under management by educating clients on available tools and resources through engagement with clients, beneficiaries, and gatekeepers
- Meet regularly with clients to maintain relationships and identify needs for bank products and services
- Cultivate a referral network through client relationships
Requirements
- 3+ years of relevant / direct industry experience
- Bachelors degree
- Appropriate knowledge, skills, and abilities for the role
- Certifications are often desired; in lieu of a degree, a combination of education, job specific certification(s), and experience may be considered
Benefits
- medical/prescription drug coverage (with a Health Savings Account feature)
- dental and vision options
- employee and spouse/child life insurance
- short and long-term disability protection
- 401(k) with PNC match
- pension and stock purchase plans
- dependent care reimbursement account
- back-up child/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- robust wellness program with financial incentives
- paid time off, including maternity and/or parental leave, up to 11 paid holidays each year, 9 occasional absence days each year, and between 15 to 25 vacation days each year, depending on career level and years of service