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$41k–$69k/yr
Full-time
associate degree
Medical Insurance, Prescription Drug Coverage, Health Savings Account, Dental Insurance, Vision Insurance, Life Insurance
Posted 31d ago
~40 hrs/week
Responsibilities
Support Senior Estate Settlement Advisors by collecting assets, tracking collection processes, and processing call reports. Handle cash and asset movements while serving as a primary point of contact for client implementation and servicing.
Requirements
Requires an Associate degree or equivalent with typically 4+ years of related business experience. Preference is given to candidates with 2+ years of probate law firm experience or familiarity with wills and estate administration.
Full job description
Position Overview
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 Senior Client Solution Specialist within PNC's Private Bank organization, you will be based in Cincinnati, OH.
Key Responsibilities:
Senior Client Solution Specialist (CSS) will help support Senior Estate Settlement Advisors (ESA) to:
• Collect assets and prepare spreadsheets to track collection process • Process call reports • Meet offsite with appraisers and estate sale vendors • Process cash and asset movement and other tasks at discretion of Sr. ESA.
Preferred Skills and Experience:
• 2+ years' probate law firm experience, or equivalent experience/educational background that demonstrates familiarity with wills, probate, trust, and estate administration.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
Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource.
Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy.
Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans and related client interactions.
Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary.
Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
May serve as a peer resource and may perform general administrative support.
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 Skills
Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-Oriented
Competencies
Accuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Management Process, Products and Services, Sales Support and Administration
Work Experience
Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 4+ years of related business or functional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Associates
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $41,250.00 – $68,750.00Salaries 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 Window
Generally, this opening is expected to be posted for two business days from 06/18/2026, although it may be longer with business discretion.
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 [email protected]. 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.