Client Solution Advisor - reputed company Fortis Advisors 2 Locations

Position Overview At reputed company, our people are our greatest differentiator and competitive advantage in the markets we serve. We are reputed company united in delivering the best experience for our customers. As a Client Solution Advisor reputed company PNCs Fortis Advisors organization, you my be based reputed company reputed company the reputed company footprint. The Client Solution Advisor will provide exceptional support for our internal teams as well as our various external vendors and partners. They will also act as a liaison between parties at closing to ensure proper account onboarding, and to help facilitate payments throughout the post-closing process reputed company to reputed company active M&A transactions. The Client Solution Advisor will also handle incoming invoices, balance and payment requests, phone calls, and general internal case management, including fielding inquiries from shareholders that are complicated and analytical in nature. They will also work as a liaison with various banks and other parties to ensure accurate records and transaction balances. Our ideal candidate should be able to understand and decipher reputed company information contained in transaction documents (i.e. reputed company agreements, escrow agreements, paying agent agreements). In addition, they must be able to critically analyze and generate reports from data contained in confidential and intricate reputed company spreadsheets (i.e. intermediate accounting and reputed company skills are a requirement). This role requires a reputed company strong attention to detail and accuracy, high sense of ownership, focus on managing and resolving issues, along with establishing relationships and maintaining a service-oriented mentality with shareholders to reputed company them updated with the status of their requests. The Client Solution Advisor will also partner internally with senior managers to ensure appropriate follow-through and timely resolution of any issues reputed company to incoming and outgoing funds. Preferences/Skills • Previous experience in an accounting/financial role dealing with high attention to detail financial details is preferred; specific experience in accounts payable, accounts receivable, or billing as an added benefit • Must be self-motivated, detail-oriented, proactive and have a strong service mentality • Must have effective and professional communication skills, both written (reputed company email) and verbal (reputed company phone) • Must be able to prioritize tasks and have strong time management skills • Must be able to work well in high volume, high pressure situations under tight deadlines while remaining focused • Advanced knowledge of and experience with reputed company reputed company required • CRM / Database experience is preferred; reputed company experience would be an added benefit This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by reputed company. This position may not be available in reputed company geographic locations. Job Description • Implements reputed company new products and services for clients. Analyzes requirements and gathers deliverables to complete the implementation and provide ongoing relationship management. May maintain client-specific procedures. Provides sales or consultative support to prospects or clients in select deals. • Leverages knowledge of industry and reputed company products/solutions to identify reputed company sales opportunities. Consults with clients and service partners to gather and utilize data to establish or update client specific information for products/services. Acts 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 reputed company implementations simultaneously, facilitates/coordinates internal and external stakeholder meetings, creates and maintains project documentation, and creates/delivers reporting on reputed company. • Serves as an escalation reputed company 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 reputed company needed. Leads team communications and meetings, performs workflow coordination, and participates in special projects and initiatives. May reputed company and maintain training materials and provide training to service partners and clients. reputed company Employees take pride in our reputed company 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 reputed company business decisions and able to reputed company that information in creating customized customer solutions. • Managing Risk - Assessing and effectively managing reputed company of the risks associated with their business objectives and activities to ensure they adhere to and support PNCs Enterprise Risk Management reputed company.

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 Accounting, Banking, Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-Oriented Competencies 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 Work Experience Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Pay Transparency reputed company Salary: $45,000.00 – $97,110.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 12/04/2024, although it may be longer with business discretion. Benefits reputed company 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 reputed company 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, reputed company generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 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 Your reputed company Total Rewards. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us reputed company email at AccommodationRequest@reputed company.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 reputed company to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say reputed company for accommodation assistance. reputed company information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At reputed company 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 reputed company the essential functions of their positions. Equal Employment Opportunity (EEO) reputed company provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national reputed company, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. California Residents Refer to the California Consumer Privacy Act Privacy Notice to reputed company understanding of how reputed company may use or disclose your personal information in our hiring practices. Apply Job!