PNC Investments is seeking a Licensed Customer Service Representative Specialist to deliver high-quality client support and enhance advisor relationships. This role provides a chance to work remotely, supporting a broad client base while leveraging your investment licensing and service expertise.
About PNC Investments
PNC has been empowering communities and customers for nearly 160 years, offering financial solutions that focus on long-term relationships, smart risk management, and continuous innovation. Our people are our greatest differentiator, and we value inclusion, integrity, and a strong client-first approach across our national footprint.
Schedule
- Full-time, remote within PNC’s geographic footprint
- Work performed from a confidential home location approved by PNC
- Availability aligned with customer service and advisor support needs
What You’ll Do
- Perform advanced customer service activities for investment clients and advisors
- Investigate and resolve complex customer inquiries across multiple channels
- Act as escalation point for recurring or advanced issues, recommending solutions
- Support clients with PNC Investments’ products, services, and procedures
- Document interactions and complete service requests to reduce customer effort
- Deliver consistent service aligned with PNC’s CARES model and values
- Mentor and support team members by sharing knowledge and best practices
What You Need
- Associate degree (or equivalent education/experience); bachelor’s degree preferred
- 3+ years of related customer service or product experience
- FINRA Series 7 and 63 (or 66) licenses required
- Strong client relationship management skills with proven decision-making ability
- Excellent communication (verbal and written) and problem-solving skills
- Ability to manage multiple systems, priorities, and service channels
- Risk awareness and adherence to PNC’s Enterprise Risk Management Framework
Benefits
- Base salary: $31,000 – $71,500 (varies by experience and location)
- Medical, dental, and vision coverage (HSA option available)
- Life insurance, short- and long-term disability protection
- 401(k) with company match, pension, and stock purchase plan
- Paid time off (vacation, 11 holidays, and absence days)
- Maternity/parental leave, adoption and surrogacy reimbursement
- Tuition assistance and select fully paid education programs
- Robust wellness programs and backup care support
This is a career opportunity for licensed professionals who want to strengthen client relationships and build loyalty in a growing financial services environment. Apply today to join PNC Investments.
Happy Hunting,
~Two Chicks…