As a Client Onboarding Associate within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture where employees can thrive ...
As a Client Onboarding Associate within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture where employees can thrive ...
Commercial Lines Client Advisor
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Commercial Lines Client Advisor
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Commercial Lines Client Advisor
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Responsibilities include assigning and directing work to Client Associates. Requirements Education and/or Experience At least seven years related insurance experience and/or training, preferably ...
Commercial Lines Client Advisor
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Trust Client Services Associate Stock Yards Bancorp, Inc., parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern Kentucky, as well as the ...
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Trust Client Services Associate FLSA Status: Exempt Department: Trust General Job Summary : Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account ...
Trust Client Services Associate FLSA Status: Exempt Department: Trust General Job Summary : Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account ...
Trust Client Services Associate FLSA Status: Exempt Department: Trust General Job Summary : Provide assistance to Trust Wealth Advisors, Investment Advisors, and clients, regarding account ...
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Personal Lines Client Advisor
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Personal Lines Client Advisor
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Retirement Plan Client Services Associate Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with offices in Louisville, Central, Eastern and Northern ...
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Personal Lines Client Advisor
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Supervisory Responsibilities Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates. Requirements Education and/or Experience At least three or ...
Personal Lines Client Advisor
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$35K - $48K/yr
Supervisory Responsibilities Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates. Requirements Education and/or Experience At least three or ...
Retirement Plan Client Services Associate FLSA Status: Exempt Department: Wealth Management & Trust Hours of Operation: Monday - Friday 8:00 a.m. - 5:00 p.m. General Job Summary: Provide assistance ...
Retirement Plan Client Services Associate FLSA Status: Exempt Department: Wealth Management & Trust Hours of Operation: Monday - Friday 8:00 a.m. - 5:00 p.m. General Job Summary: Provide assistance ...
Retirement Plan Client Services Associate FLSA Status: Exempt Department: Wealth Management & Trust Hours of Operation: Monday - Friday 8:00 a.m. - 5:00 p.m. General Job Summary: Provide assistance ...
Retirement Plan Client Services Associate FLSA Status: Exempt Department: Wealth Management & Trust Hours of Operation: Monday - Friday 8:00 a.m. - 5:00 p.m. General Job Summary: Provide assistance ...
Personal Lines Client Advisor
Louisville, KY · On-site
$37K - $50K/yr
Supervisory Responsibilities Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates. Requirements Education and/or Experience At least three or ...
Personal Lines Client Advisor
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$37K - $50K/yr
Supervisory Responsibilities Directly supervises 1-2 Client Associates. Responsibilities include assigning and directing work to Associates. Requirements Education and/or Experience At least three or ...
Client Service Associate
Louisville, KY · On-site
$14 - $19.25/hr
Client Service Associate Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
Client Service Associate
Louisville, KY · On-site
$14 - $19.25/hr
Client Service Associate Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role ...
Client Service Associate
$14 - $19.25/hr
... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
Client Service Associate
$14 - $19.25/hr
... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
Client Service Associate
Louisville, KY · On-site
$14 - $19.25/hr
... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
Client Service Associate
Louisville, KY · On-site
$14 - $19.25/hr
... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
Client Service Associate
Louisville, KY · On-site
$14 - $19.25/hr
... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
Client Service Associate
Louisville, KY · On-site
$14 - $19.25/hr
... dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical ...
Client Service Associate
$14 - $19.25/hr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
Client Service Associate
$14 - $19.25/hr
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular ...
As a Client Onboarding Associate within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture where employees can thrive ...
As a Client Onboarding Associate within PNC's Private Bank organization, you will be based in Louisville, KY. PNC is an in-office company that fosters a supportive culture where employees can thrive ...
Client Associate information
See New Albany, IN salary details
$17.1K - $21.9K
3% of jobs
$21.9K - $26.7K
1% of jobs
$26.7K - $31.5K
9% of jobs
$31.5K - $36.3K
6% of jobs
$38K is the 25th percentile. Wages below this are outliers.
$36.3K - $41.1K
16% of jobs
$41.1K - $45.9K
11% of jobs
The median wage is $47.6K / yr.
$45.9K - $50.7K
11% of jobs
$50.7K - $55.5K
14% of jobs
$56.8K is the 75th percentile. Wages above this are outliers.
$55.5K - $60.3K
15% of jobs
$60.3K - $65.1K
11% of jobs
$65.1K - $69.9K
3% of jobs
$17.1K
$47.2K
$69.9K
How much do client associate jobs pay per year?
How does a client associate typically collaborate with other teams within a financial services firm?
What is a client associate?
What are the key skills and qualifications needed to thrive as a client associate?
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 8 days ago
PNC Bank rating
7.7
Based on 345 frontline employees who took The Breakroom Quiz
93rd of 170 rated banks
Job description
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 Onboarding Associate within PNC's Private Bank organization, you will be based in Louisville, KY.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- Implements new products and services for clients. Reviews requirements and gathers deliverables to complete the client onboarding, account opening, and asset funding requirements.
- Provides sales or consultative support to prospects or clients in select deals. Utilizes data provided digitally by clients, from internal partners, and/or internal applications to establish or update client-specific information for relevant products or services. Coordinates and produces relevant onboarding packages for validation and system processing.
- Analyzes, assesses and documents adherence to established requirements, processes, and procedures throughout end-to-end experience. Collects and checks required AML/KYC client documentation for onboarding process and ongoing refresh. Communicates status updates in accordance to client and partner expectations throughout the onboarding process.
- Advises clients or internal partners on additional information needs, required document clarifications, or other onboarding requirements. Helps resolve challenges regarding onboarding issues raised by clients or internal partners and escalates issues as necessary to senior leadership.
- Identify/develop necessary solutions. Ensures positive ongoing client experiences. Manages multiple onboarding requests simultaneously across many products or services; reports progress relative to service level performance. Build relationships with key internal partners.
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 PNC's 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 certifications/licensures needed to be successful in this position.
Competencies
Accuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Quality Management, Sales Support and Administration
Work Experience
Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. 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)
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: 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; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 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 part-time employees, visit pncthrive.com.
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 877-968-7762 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) and/or 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.
About PNC Bank
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Pittsburgh, PA, US
Year founded
1852