Client Solution Supervisor - Pnc Investments jobs at Pnc in United States, Columbus
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Licensing requirements: FINRA Series 7, 66 (or 63,65). CFP Preferred.Supervises sales, service and execution support teams for new and ongoing client relationships and leads staff to achieve relevant key performance...
Provides sales, service and execution support for new and ongoing client relationships. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures...
Supervises the deployment of tools and resources and readiness materials, enabling the achievement of strategic initiatives and customer experience goals. Identifies performance issues and makes recommendations to management to close...
Provides sales, service and execution support for new and ongoing client relationships. May serve as a customer solutions resource. Gathers required documentation. Prepares, reviews and verifies documents and relevant information...
Licensing requirements: FINRA Series 7, 66 (or 63,65). CFP Preferred.Supervises sales, service and execution support teams for new and ongoing client relationships and leads staff to achieve relevant key performance...
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