Job Closed
This listing is no longer active.
Licensed Customer Service Representative - PNC Wealth Management
Location
United States
Posted
103 days ago
Salary
$30.2K - $71.5K / year
No structured requirement data.
Job Description
Licensed Customer Service Representative - PNC Wealth Management
PNC
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. This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. This role reports into the Internal Services Group (ISG) within the PNC Investment Center. ISG is a multi-functioning support center that is available to PNC Wealth Management's clients and provides a service experience that builds brand loyalty and enhances the overall client relationship. ISG also supports our advisors in navigating the firm’s various policies and procedures, while acting as a liaison to our back-office departments to process business requests as effectively and efficiently as possible. The ISG team offers roles with and without FINRA licenses, and the path to obtain FINRA licenses to grow your career in the PNC Wealth Management organization. This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description - Performs advanced customer service activities and initiatives for specialized products and services. Supports a complex dedicated suite of products/services, services a sophisticated client base, and/or leverages an advanced process or tool to support internal and external customers. Focus on problem resolution that occurs across multiple channels for our customers. Delivers CARES model to customers and service partners. - Receives, investigates and responds to customer inquiries regarding complex products, services and issues via all channels through which customers are served. - Resolves customer service inquiries and issues. Recommends appropriate solutions. Resolves the most complex or reoccurring issues, and identifies root cause and acts as an escalation point. May interact with higher levels within the customer organization. - Maintains high levels of customer satisfaction consistent with PNC's core values. Demonstrates commitment to quality. Serves as a coach or mentor and may serve as a trainer to the customer service team. - Documents customer interactions and completes service requests to minimize customer effort or additional action. 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 Accountability, Continual Improvement Process, Customer Interactions, Customer Service, Decision Making, Relationship Building, Results-Oriented, Technical Support Competencies Accuracy and Attention to Detail, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Problem Solving, Products and Services, Tech Savvy 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 3+ years 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 FINRA Series 7 and 63 (or 66) required. Pay Transparency Base Salary: $30,160.00 – $71,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. Application Window Generally, this opening is expected to be posted for two business days from 03/09/2026, 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 AccommodationRequest@pnc.com. 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. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Related Guides
Related Categories
Related Job Pages
More Customer Support Jobs
Job Description Provide user support and training to customers of their assigned product. This role can provide a basic to intermediate level of support to customer inquiries. DUTIES & RESPONSIBILITIES: - Provide timely responses to customer service inquiries via product ticket system - Work with customers to identify and replicate errors and defects through a variety of communications means to ensure resolution - Collaborate with team members to provide resolutions to customer inquiries - Provide customer feedback to support management through regular team meetings to ensure management keeps a pulse on customer needs and attitudes for decision making purposes - Identify recurring service requests found in your support specialty and offer knowledge base articles or other solutions to reduce ticket volume via deflection or overall elimination of the issue - Provide excellent customer service through a friendly yet empathetic tone, proactive and timely responses to maintain high customer satisfaction scores - Train new and existing customers on the product you support through phone calls and email, as well as support the utilization of knowledge base available through the platform to ensure customer success in using the software MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: · Experience: - High school diploma or its equivalent - Requires 2+ years of customer service experience - Experience in a call-center environment preferred Computer/Technical: - Basic knowledge of Office 365 - Microsoft Word, Excel, PowerPoint, Outlook - Demonstrate ability to learn and understand basic office software applications - Comfortable with technology · Other Skills: - Strong organizational skills - Excellent verbal and written communication skills - Telephone skills/etiquette; call screening - Ability to prioritize work and handle multiple tasks - Excellent time management skills - Attention to detail - Ability to learn new technologies. WORKING CONDITIONS: - Normal office environment - Extending viewing of computer screens - Some overnight travel required ESSENTIAL FUNCTIONS: - Spends time at a computer workstation and desk. - Moves throughout department or other locations to access or exchange information. - May involve carrying loads up to 50 lbs. and being able to remain in a stationary position. - May involve lowering oneself to file, and reaching, twisting or turning. - Involves handling office materials, typing, writing and other tasks that require manual dexterity. - Continuous listening. - Ability to communicate information. - This job may require accommodating different bodily movements and physical abilities About Us Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com. Why Work Here? At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here. Medical, Dental & Vision Benefits 401(k) Savings Plan with Company Match Flexible Planned Paid Time Off Generous Sick Leave Inclusive & Welcoming Environment Purpose-Driven Culture Work-Life Balance Commitment to Community Involvement Employer-Paid Parental Leave Employer-Paid Short-Term Disability Remote Work Flexibility Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.
Position Title: Patient Service Representative (PSR) Remote independent contract worker position Competitive fee for service Flexibility – work around your schedule Lifesaving medical technology The Cardiac Management Solutions division of ZOLL Medical Corporation develops products to protect and manage cardiac patients, including the LifeVest® wearable cardioverter defibrillator (WCD) and associated technologies. Heart disease is the leading cause of death for both men and women in the U.S. At ZOLL, your services will help to ensure cardiac patients get the life-saving therapy they need. To date, the LifeVest® has been worn by hundreds of thousands of patients and saved thousands of lives. Preferred Candidates include (not limited to): RN, EMT, Paramedic, EMS, Firefighter, PA, LPN, MA, Phlebotomy, RCIS, CVT, EKG Technician, etc. All candidates reviewed on an individual basis. Summary Description: The Cardiac Management Solutions division of ZOLL, manufacturer of the LifeVest®, is seeking a Patient Service Representative (PSR) in an independent contractor role to train patients on the use and care of LifeVest ®. LifeVest® is worn by patients at risk for sudden cardiac arrest (SCA), providing protection during their changing condition. It is lightweight and easy to wear, allowing patients to return to their common activities of daily living, while having the peace of mind that they are protected from SCA. This is the perfect opportunity for the health professional with patient care and teaching experience to supplement his or her income. A typical LifeVest® patient is in the hospital awaiting discharge, and the Patient Service Representative sets up the equipment and trains the patient and caregivers on the use and care of the device. They also follow up with patients as needed to assure patient understanding and satisfaction. PSRs retain the flexibility to accept or decline assignments as their schedules dictate. Most assignments can be scheduled during free time – before/after work, and on days off. Responsibilities: - Contact caregivers and family to schedule services - Willingness to accept assignments which could include daytime, evenings, and/or weekends. - Travel to patient’s homes and health care facilities to provide services - Train the patient and other caregivers of patient (if applicable) in the use of LifeVest® - Program LifeVest® according to the prescribing physician’s orders - Measure the patient and determine correct garment size - Review with patient, and have patient sign, all necessary paperwork applicable to the service. - Transmit signed copy of the Patient Agreement and WEAR Checklist to ZOLL within 24 hours of the assignment - Manage device and garment inventory - Disclose family relationship with any potential referral source Qualifications: - Have 1 year patient care experience - Patient experience must be in a paid professional environment (not family caregiver) - Patient experience must be documented on resume - Completion of background check - Florida and Ohio candidates must complete a level 2 screening, fee not paid by ZOLL - Disclosure of personal NPI number (if applicable) - Valid driver’s license and car insurance and/or valid state ID - Willingness to pay a $30 annual DME fee which is deducted from a completed Work Order - Willingness to pay for additional vendor credentialing (i.e. RepTrax) if needed geographically
Customer Service– Hotel Reservations | Online
Destination KnotDestination Knot is a full-service travel planning company that provides clients with expertly curated vacation experiences. From luxury resorts and cruises to family getaways and romantic escapes, we specialize in simplifying the planning process and delivering exceptional service at every stage of the journey.
Role Description This is a remote role for Customer Service– Hotel Reservations. The primary responsibilities include managing customer interactions, assisting clients with hotel reservation inquiries, ensuring a seamless booking process, and delivering exceptional customer support. Qualifications - Strong skills in Customer Service, Customer Support, and ensuring Customer Satisfaction - Experience in enhancing Customer Experience and maintaining excellent client relationships - Exceptional communication, problem-solving, and interpersonal skills - Proficiency in using customer relationship management (CRM) tools and relevant technology - Capable of working independently in a remote environment - Prior experience in the hospitality or travel industry is a plus What We Offer: - Flexible remote schedule - Training and access to booking tools - Supportive team culture - Income-earning possibilities based on performance - Travel discounts and perks $25,000 - $65,000 a year Compensation & Benefits: Flexible Schedule: Work full-time or part-time from anywhere. Exclusive Travel Perks: Enjoy discounted travel, FAM trips, and supplier incentives. Training & Certification: Gain access to ongoing education and industry support. How to Apply: If you're passionate about travel and ready to embark on a rewarding career, we'd love to hear from you! Apply now to join our growing team.
Online Customer Service Specialist – Hotel Bookings
Destination KnotDestination Knot is a full-service travel planning company that provides clients with expertly curated vacation experiences. From luxury resorts and cruises to family getaways and romantic escapes, we specialize in simplifying the planning process and delivering exceptional service at every stage of the journey.
Job Title: Remote Customer Service Specialist – Hotel Bookings About Us: We are passionate about making travel seamless and memorable. We specialize in tailored travel experiences for leisure clients, with a focus on excellent customer support, personalized hotel recommendations, and trusted industry knowledge. From quick getaways to once-in-a-lifetime adventures, we’re here to make booking easy and enjoyable. Position Overview: We are looking for a dependable and service-driven Remote Customer Service Specialist – Hotel Bookings to support our clients with hotel research, reservations, and post-booking assistance. This role is ideal for someone who enjoys working remotely, is comfortable using online tools, and is passionate about delivering outstanding client experiences. Key Responsibilities: Assist clients with booking hotel accommodations that meet their needs, budget, and travel goals Provide professional and timely support via email, phone, and messaging platforms Offer personalized hotel recommendations using available tools and client preferences Confirm booking details and ensure accuracy of client itineraries Handle changes, cancellations, and special requests efficiently Build positive client relationships through excellent service and follow-through Stay informed on hotel brands, loyalty programs, promotions, and destination updates Qualifications: Previous experience in customer service, hospitality, or travel booking preferred Strong written and verbal communication skills Detail-oriented with the ability to manage multiple bookings at once Comfortable working remotely using digital communication and booking platforms Friendly, proactive, and solution-focused mindset Passion for travel and helping others plan great experiences Must be 18 years or older with access to a computer and stable internet connection What We Offer: Flexible, remote work environment Travel training and professional development resources Access to exclusive hotel deals and travel planning tools Supportive team culture with opportunities for growth Performance-based incentives and travel perks Work Environment: This role is fully remote with flexible scheduling options. Ideal for individuals who are self-motivated, organized, and thrive in a client-focused setting. $30,000 - $60,000 a year


