Client Solution Advisor

🔥 14 hours ago

🏄 California – Remote

🏄 California – Remote

💵 $52.5k - $105k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

✨ Advisor

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PNC

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1845

💸 Finance

🏦 Banking

👥 HR Tech

Finance • Banking • HR Tech

PNC is a diversified financial services firm that is committed to fostering an inclusive and accessible workplace. It offers a vibrant culture where employees can thrive, recognizing the importance of diversity and community involvement. PNC is dedicated to providing a supportive environment for career growth, and offers various opportunities for students, graduates, and veterans. It has been nationally recognized for its commitment to gender and disability equality and for being a top employer. PNC provides equal opportunities to all qualified individuals and ensures compliance with employment laws.

📋 Description

• Manage Merger & Acquisition post-closing distributions from start to finish • Analyze and interpret complex shareholder allocation data in Excel spreadsheets • Work with various banks and other parties to ensure shareholders receive their transaction proceeds • Maintain strong relationships with key internal and external clients • Investigate complicated analytical questions and communicate findings to clients • Partner internally with senior managers for timely resolution of client issues

🎯 Requirements

• 2+ years of relevant professional experience • Bachelor's degree • Advanced Excel skills • Ability to analyze data/spreadsheets and transaction documents • Strong attention to detail and accuracy • High sense of ownership • Ability to manage and resolve issues • Skills in communication with clients • Ability to prepare mass-distributed client correspondence

🏖️ 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