Client Solution Advisor Pnc Jobs (NOW HIRING)

Position OverviewAt 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 PNC's Fortis Advisor organization, you will be based remotely. You must be located within the Mountain or Pacific time zones.
Fortis Advisors is a professional services firm that serves as a shareholder representative in private M&A transactions. We allow selling shareholders to outsource the burden, responsibility and risk of the shareholder representative function, and our services are administrative and advisory in nature. Our clients include hundreds of venture capital and private equity funds and thousands of shareholders who exit their investments through private M&A transactions.
The primary contact for a post-closing distribution, the Client Solution Advisor will manage M&A post-closing distributions from start to finish which includes analyzing data/spreadsheets and transaction documents, drafting distribution related documentation, interfacing closely with the seller advisory group, banks and buyer team to bring each distribution to a successful close. The Client Solution Advisor is heavily involved in the payment mechanics and tracking post-closing activities related to each M&A transaction.
Our ideal candidate would be able to understand and decipher complex information contained in transaction documents (i.e. merger agreements, asset purchase agreements, escrow agreements). In addition, he/she must be able to critically analyze and generate reports from data contained in Excel spreadsheets (i.e. advanced excel skills are a requirement). This role requires a strong attention to detail and accuracy, high sense of ownership, focus on managing and resolving issues, and establishing and maintaining a service-oriented mentality with shareholders to keep them updated with the status of their requests.
Responsibilities:
- Manage the processing of post-closing distributions to shareholders
- Analyze and interpret complex shareholder allocation data in Excel spreadsheets (financial models)
- Work with various banks and other parties to ensure shareholders receive their transaction proceeds
Maintain strong relationships with key internal and external clients, via both phone and email
- Investigate complicated analytical questions and clearly communicate findings to clients
- Prepare mass-distributed client correspondence, managing responses, follow-through and/or resolution
- Partner internally with senior managers to ensure appropriate and timely resolution of client issues
Requirements
- 3 - 5 years of experience in accounting, finance or banking roles; experience in the banking or investment management industry would be an added benefit, but is not required.
- Must be able to work well in high-volume, high-pressure situations under tight deadlines.
- Must be able to prioritize tasks on multiple assignments simultaneously, staying focused under pressure.
- Must be able to speak and write clearly, effectively and with finesse.
- Must be self-motivated, intelligent, detail-oriented, proactive and have a strong client-service mentality.
- Must be a positive, team-oriented professional familiar with having work reviewed by colleagues.
- Advanced knowledge and experience with MS Excel, including advanced formulas and functions.This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.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 client-specific procedures. Provides sales or consultative support to prospects or clients in select deals.
• Leverages knowledge of industry and PNC products/solutions to identify outside sales opportunities. Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services. 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 decision/implement. Manages multiple complex implementations simultaneously, facilitates/coordinates internal and external stakeholder meetings, creates and maintains project documentation, and creates/delivers 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, and/or 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 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.

Preferred SkillsBusiness Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-OrientedCompetenciesCustomer 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 AdministrationWork ExperienceRoles 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.EducationBachelorsCertificationsNo Required Certification(s)LicensesNo Required License(s)Pay TransparencyBase Salary: $52,500.00 - $87,500.00Salaries 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 and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 07/02/2026, although it may be longer with business discretion.BenefitsPNC 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

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