Pnc Wealth Management Work Values

Daily Duties at Pnc Wealth Management:

Integrated account management, operations, customer support, and project management by working alongside Senior Investment Advisors to support high-net worth accounts exceeding $5M. Opened any new Investment Management or Trust accounts, as well as personally resolving banking issues, researching investment opportunities, and ensuring account compliance. o Ensured 100% compliance to all internal policies, procedures, and best practices, as well as strict Federal regulations, guidelines, and statues. Leveraged strong relationship building, relationship development, and account management expertise when engaging with high-net worth clients and prospects

What they like about Pnc Wealth Management:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Compliance, Operations, Practice Manager, Health Insurance Portability And Accountability Act, PMP, Phoenix, Healthcare, Innovative, Project Management, cross functional collaboration, Continuous process improvement, Team leadership, Full project lifecycle oversight, Agile Methodaolgy, waterfall methodolgy, Microsoft, Leadership and training, Start up practice, Negotiation skills

Skills

Management, Compliance, Scheduling, T1, Transcription, Billing, Health Insurance Portability And Accountability Act, Mammography, Medical, Medical Billing

These are some of the questions we asked our climbers about their experiences with Pnc Wealth Management: