299 matching jobs for “Registered Client Service Associate”

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Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.

PNC Financial Services Group

Financial Advisor - PNC Wealth Management

Delray Beach, Florida, United States +1 location

… of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and …

Added Nov 3, 2026

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PNC Financial Services Group

Financial Advisor - PNC Wealth Management

PA - Pottsstown +1 location

Added Nov 3, 2026

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PNC Financial Services Group

Financial Advisor - PNC Wealth Management

Albuquerque, New Mexico, United States

Added Nov 3, 2026

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PNC Financial Services Group

Financial Advisor - PNC Wealth Management

Merritt Island, Florida, United States +4 locations

Added Nov 3, 2026

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Nationwide

Financial Planner - Retirement Solutions (Public/Government Sector)

Pennsylvania - Philadelphia, 1500 JFK Boulevard +1 location

Full time

Pay posted by employer$87,000–$162,000

… the ability to multi-task and contributing to a stellar team environment. If you thrive in a busy, client facing, highly engaging work environment, where no two days are exactly alike, we want to know more about …

Added Oct 28, 2026

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PNC Financial Services Group

Assistant Branch Manager

FL - Lake Park

… revenue and loyalty through proactive interactions with clients. Manages, coaches and executes a proactive client experience within an omni channel environment. Provides solutions and advice to improve client financial …

Added Nov 3, 2026

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PNC Financial Services Group

Financial Advisor - PNC Wealth Management

Denver - 1144 15th Street (CO034)

Pay posted by employer$57,750–$96,250

Added Nov 3, 2026

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PNC Financial Services Group

Financial Advisor - PNC Wealth Management

Erie, Colorado, United States

Pay posted by employer$52,500–$87,500

Added Nov 3, 2026

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PNC Financial Services Group

Financial Advisor - PNC Wealth Management

Painesville, Ohio, United States +1 location

Added Nov 3, 2026

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PNC Financial Services Group

Financial Advisor - PNC Wealth Management

OH - Lyndhurst +1 location

Added Nov 3, 2026

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PNC Financial Services Group

Financial Advisor - PNC Wealth Management

NJ - Rockaway +1 location

Added Nov 3, 2026

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PNC Financial Services Group

Financial Advisor - PNC Wealth Management

Dublin, Ohio, United States +1 location

Added Nov 3, 2026

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PNC Financial Services Group

Financial Advisor - PNC Wealth Management

NJ - Hamilton (08610) +1 location

Added Nov 3, 2026

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PNC Financial Services Group

Financial Advisor - PNC Wealth Management

NJ - West Windsor (08550) +1 location

Added Nov 3, 2026

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PNC Financial Services Group

Merchant Services Account Executive - Business Banking

Scottsdale, Arizona, United States +3 locations

… Description Markets credit card systems and support services for business customers. Attracts and retains client relationships to meet sales objectives. Develops and maintains relationships with clients. Identifies …

Added Nov 5, 2026

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Fiserv

Director, Relationship Management

Mississauga - Skymark, Canada

Full time
Regular

Pay posted by employer$131,200–$164,000

… agreements and Statements of Work. Use performance metrics and monthly business reviews to identify service gaps, implement remedial actions, and reduce client and Fiserv liability. Identify and prioritize expansion …

Added Nov 3, 2026

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PNC Financial Services Group

Wealth Strategist Senior

Washington, District of Columbia, United States +2 locations

Pay posted by employer$133,000–$296,400

… advice and implementation. Identifies solutions and PNC services as sales opportunities to enhance existing client relationships. Develops new client relationships through networking, prospecting and referrals. PNC …

Added Nov 6, 2026

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PNC Financial Services Group

Wealth Strategist Sr

San Francisco, California, United States +2 locations

Pay posted by employer$133,000–$296,400

Added Nov 3, 2026

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PNC Financial Services Group

Senior Wealth Strategist - PNC Private Bank

Boston, Massachusetts, United States

Pay posted by employer$80,000–$284,050

Added Nov 3, 2026

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PNC Financial Services Group

Assistant Branch Manager

Middletown, Delaware, United States

Pay posted by employer$53,625–$89,375

Added Nov 3, 2026

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PNC Financial Services Group

Financial Advisor - PNC Wealth Management

Delray Beach, Florida, United States +1 more

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Qualifications · employer excerpt

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…

About this opportunity

Original employer description

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. As a Financial Advisor within PNC Wealth Management, you will be based in Delray Beach.

Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage an assigned book of business. PNC Wealth Management advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC’s referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our advisors’ success. We provide a robust training program, administrative support and state of the art technology designed to elevate your career. At PNC Wealth Management, we are passionate about our values and helping our advisors build their future.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities. Drives investment education and visibility among branch staff. In partnership with branch manager and/or investment sales associate, leads the branch team on actions to achieve investment results. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

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

Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management

Competencies

Coaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.

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

FINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.

Language Assessments

No Required or Preferred Language Assessments

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 [email protected]. 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.

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