Client Onboarding Associate

Role Overview

• 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.

Requirements

• university / college degree with < 1 year of professional experience and/or successful completion of a formal development program
• a comparable combination of education, job specific certification(s), and experience (including military service) 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
• a robust wellness program with financial incentives
• 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