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Client Solution Advisor

June 17, 2025June 17, 2025

Client Solution Advisor

CompanyPNC Financial Services
LocationMinneapolis, MN, USA
Salary$49500 – $82170
TypeFull-Time
Degrees
Experience LevelMid Level

Requirements

  • 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.
  • 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.

Responsibilities

  • Implements complex new products and services for clients.
  • Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management.
  • 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 as 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.

Preferred Qualifications

  • Business Decisions
  • Client Counseling
  • Client Relationship Building
  • Competitive Advantages
  • Customer Experience (CX)
  • Personal Initiative
  • Relationship Management
  • Results-Oriented
  • Customer 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 Administration


TaggedCustomer SuccessFinance & Operations & StrategyMid LevelPNC Financial ServicesSales & Account ManagementStrategic Account Management

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