Note: The job is a remote job and is open to candidates in USA. PNC is hiring a Client Solution Advisor within its Fortis Advisors organization to support internal teams, vendors, partners, and shareholders across active M&A transactions. The role coordinates account onboarding and post-closing payments, handles financial requests and inquiries, maintains accurate transaction records, and resolves fund-related issues.

Responsibilities

• 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 post-closing process related to all active M&A transactions
• The Client Solution Advisor will also handle incoming invoices, balance and payment requests, phone calls, and general internal case management, including fielding inquiries from shareholders that are complicated and analytical in nature
• They will also work as a liaison with various banks and other parties to ensure accurate records and transaction balances
• The Client Solution Advisor will also partner internally with senior managers to ensure appropriate follow-through and timely resolution of any issues related to incoming and outgoing funds
• 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

Skills

• Our ideal candidate should be able to understand and decipher complex information contained in transaction documents (i.e. merger agreements, escrow agreements, paying agent agreements)
• They must be able to critically analyze and generate reports from data contained in confidential and intricate Excel spreadsheets
• Intermediate accounting and Excel skills are a requirement
• A very strong attention to detail and accuracy
• High sense of ownership
• Focus on managing and resolving issues
• Establishing relationships
• Maintaining a service-oriented mentality with shareholders
• Must be self-motivated, detail-oriented, 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
• 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
• PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
• Previous experience in an accounting/financial role dealing with high attention to detail financial details
• Specific experience in accounts payable, accounts receivable, or billing as an added benefit
• CRM / Database experience
• NetSuite experience would be an added benefit

Benefits

• Role is incentive eligible, with payment based upon company, business and/or individual performance.
• Depending on 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.
• Depending on 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.

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