As an Account Services Team Specialist and member of PNC's Wealth Management organization, you will be part of one of the nation's largest wealth management firms. You will be joining a team of seasoned investment professionals managing our retirement and investment services, utilizing sophisticated market strategies and top quality research. You will also be working with highly experienced private bankers and talented, credentialed trust and wealth planning professionals.
You will be providing support to the client teams within Wealth Management. In a typical day opening accounts, collaborating with Trust Operations & Support (TOPS) on asset collection, establishing tax lots and cost basis information; account closing and asset distribution, gifting, account pledging, participating in Administrative/Investment Review Committee activities and ensuring compliance with PNC policies and procedures. You will perform activities that directly support the Wealth Management Account Services Team. You will accomplish this by providing exceptional customer service while completing administrative services for trust and investment management clients such as: opening accounts, closing accounts, collection and distribution of assets. In addition, you will ensure activities are completed in compliance with fiduciary standards and PNC policies and procedures to reduce the regulatory and legal risk associated with the business.
The successful candidate will have the following qualifications:
High school diploma or equivalent.
Minimum of 3-5 years experience in the wealth management and trust business including trust administration.
Must possess fiduciary knowledge related to responsibilities and practices.
Requires good client service skills and the ability to communicate with individuals at all levels.
Must be organized, detail oriented and possess problem-solving and time management skills.
Computer literacy in core systems (AMtrust, SMART, Excel, Word, etc.).
PNC Bank - 2 years ago
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