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Client Solution Advisor - PNC Fortis Advisors

PNC · San Diego, CA · posted 7 days ago

In short: Client Solution Advisor - PNC Fortis Advisors at PNC in San Diego, CA, posted 7 days ago.

By AtiveSite · Published 07/11/2026 · Updated 09/11/2026 · Every figure is linked to its source below.

PNCemployer

San Diego, CAlocation

Account managementsub-niche

7 days agoposted

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The job

LIVE Live feed (private-sector employer) Source: The Muse public API · Data: listed 2026-11-02

Employer	PNC
Location	San Diego, California
Field	Sales and Customers › Account management
Level	Mid Level
Source category	Account Management
Posted	2026-11-02 (7 days ago)
Work arrangement	On-site at the location listed
Pay	Not published in the source listing

Job 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 Client Solution Advisor within PNC's Fortis Advisors organization, you will be based remotely in San Diego, CA.

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 related to all 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 complex information contained in transaction documents (i.e. merger 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 Excel spreadsheets (i.e. intermediate accounting and Excel skills are a requirement). This role requires a very 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 keep 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 related 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 (via email) and verbal (via 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 Microsoft Excel required
• CRM / Database experience is preferred; NetSuite experience would be an added benefit

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

Implements complex 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 PNC products/solutions to identify outside 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 complex implementations simultaneously, facilitates/coordinates internal and external stakeholder meetings, creates and maintains project documentation, and creates/delivers reporting on progress.
Serves as an escalation point 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 when needed. Leads team communications and meetings, performs workflow coordination, and participates in special projects and initiatives. May develop and maintain training materials and provide training to service partners and clients.

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
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)

Language Assessments

No Required or Preferred Language Assessments

Pay Transparency

Base Salary: $52,500.00 - $87,500.00

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 10/19/2026, although it may be longer with business discretion.

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 AccommodationRequest@pnc.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 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.

Explore around this job

Field: Sales and Customers Sub-niche: Account management All jobs at PNC Jobs in California Jobs in San Diego, CA San Diego city guide California state guide San Diego County economy

View this job and apply on The Muse →

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About the role

This is a Mid Level role in the Sales and Customers field (Account management) at PNC. Mid-level roles usually expect some years of relevant experience and the ability to work with limited supervision.

We could not match this job title to one occupation in the official wage statistics, so no pay estimate is shown. Pay is not in the source listing; ask the employer for the range and compare in the 240 job niches.

Does the pay work here? (estimate)

Gross salary a year Filing State income tax rate %

Estimate for a wage earner: 2026 federal brackets and standard deduction (IRS), Social Security 6.2% up to $184,500, Medicare 1.45% (+0.9% above $200,000 single / $250,000 married), and a state rate you set; set your own state tax rate. It ignores credits, pre-tax deductions, local taxes and benefits. Sources: IRS: tax year 2026 inflation adjustments · SSA wage base per Federal Register notice 2025-19763.

How to prepare and behave

This is editorial guidance, not information from the employer.

Read the whole description and match your examples to its requirements; use the same words the posting uses where they are true for you.
Research the employer before the interview: what it does, who its customers are and recent news; prepare two or three questions about the work.
Arrive early (or log in early for a video call), dress one step above the daily dress code, and test your camera and audio beforehand.
Answer with short stories: the situation, what you did and the result. Give numbers when you have them and never invent them.
Be honest about gaps; say what you did to learn and how fast you can close them.
Ask about the team, the first 90 days, how success is measured and the schedule; do not open with salary and time off.
When pay comes up, know the market range for the occupation and your lowest acceptable offer before you answer; ask for the full package in writing.
Send a short thank-you message within a day, mentioning one thing you discussed.
Bring concrete results (numbers, quotas, retained clients) and be ready for a role-play.

Know your rights as a candidate and an employee:

The city

The job is in San Diego, CA. Below is what the official statistics say about living and working there.

How San Diego compares. Among the 145 largest places in California, San Diego is #2 by population, #17 for long commutes (#1 = fewest), #116 for homeownership (#1 = highest), #39 for college degrees (#1 = most). Its county, San Diego County, is #8 of 58 counties for average pay ($82,854).

The place in numbers

San Diego has 1,389,526 residents (ACS 2020–2024), about 3.5% of the population of California. It covers 326 square miles of land, which works out to roughly 4,261 people per square mile. The median age is 36.2, 4% younger than the state median (36.2 against 37.9).

Housing

The median gross rent is $2,313 a month (rent plus utilities), 14% above the state median ($2,313 against $2,036). Over a year that is 25.7% of the median household income. US housing guidance treats housing as affordable when it takes 30% of income or less, so the typical household is under that line. The median home value is $906,700, which is 8.4 times the median household income ($108,077); a ratio above 5 usually means buying is out of reach without savings or a second income. 47.3% of households own their home, 15% below the state average (47.3% against 55.9%).

Work and pay

The San Diego-Chula Vista-Carlsbad, CA metropolitan area has 1,538,060 jobs in the BLS wage survey, and the median pay across all occupations is $58,690 a year, 15% above the national median ($58,690 against $50,980). The biggest occupation groups are food preparation and serving related (161,910 jobs, median $38,840); office and administrative support (155,940 jobs, median $52,940); sales and related (124,550 jobs, median $44,010). The area is most specialised in life, physical, and social science (1.7 times) and architecture and engineering (1.5 times), where the share of workers is well above the national share. The best-paying groups with at least 5,000 jobs are management ($136,440) and computer and mathematical ($129,520). In 2026M09 the unemployment rate of San Diego County was 4.7%. 65.1% of residents aged 16 and over are in the labour force. The city lies in San Diego County; its jobs, pay by industry and GDP are on the county page.

Getting around

Among workers, 62.6% drive alone, 2.7% use public transit, 3.5% walk, 21.2% work from home. 9.5% of workers commute 45 minutes or more, 51% below the state average (9.5% against 19.4%).

People and education

51.0% of adults aged 25 and over hold a bachelor's degree or higher, 38% above the state share (51.0% against 37.1%). 25.1% of residents were born outside the United States, 7% below the state share (25.1% against 27.0%). The poverty rate is 11.0%, 8% below the state rate (11.0% against 12.0%).

Climate

The warmest month is Aug, averaging 77°F (24.9°C), and the coolest is Dec at 51°F (10.7°C). About 320 mm (13 inches) of precipitation falls in a year; Feb is the wettest month (70 mm) and Jun the driest (2 mm). These values come from NASA satellite-based climatology on a grid of about 50 km, so they describe the wider area, not a weather station in the city.

Nearby cities to compare

Closest cities in this guide: El Cajon (10 miles, rent 20% lower); Chula Vista (15 miles, rent 4% lower); San Marcos (22 miles, similar rent); Escondido (22 miles, rent 12% lower). Rent differences are against San Diego; use the Compare tab to put any two cities side by side.

Full guide to San Diego →California guide All jobs in San Diego

Official links for San Diego

These links go to official sources and open in a new window. The first one is the government's or company's own site as listed in Wikidata (property "official website"); check it before relying on it.

Where to live

CITY Official statistics Source: U.S. Census Bureau, American Community Survey 2020–2024 5-year (via Census Reporter) · Data: ACS 2020–2024

Places within 50 miles (straight line) of San Diego, CA that have a guide, with what living there costs. No pay estimate is shown because the title did not match one occupation.

Sort:

Place ⇅	Distance from the job city ⇅	Median rent ⇅	Median home value ⇅	Median household income ⇅	Commute 45+ min ⇅	Rent as % of occupation pay ⇅	Open jobs there ⇅
San Diego, CA	0 mi	$2,313	$906,700	$108,077	9.5%	n/a	Jobs
El Cajon, CA	10 mi	$1,856	$681,700	$67,511	10.7%	n/a	Jobs
Chula Vista, CA	15 mi	$2,229	$758,700	$108,032	17.6%	n/a	Jobs
San Marcos, CA	22 mi	$2,348	$868,000	$109,377	14.0%	n/a	—
Escondido, CA	22 mi	$2,046	$714,500	$91,967	16.8%	n/a	Jobs
Carlsbad, CA	23 mi	$2,808	$1,257,000	$142,748	16.6%	n/a	Jobs
Vista, CA	27 mi	$2,249	$762,400	$94,975	14.4%	n/a	—
Oceanside, CA	30 mi	$2,303	$770,300	$97,737	18.3%	n/a	—
Temecula, CA	47 mi	$2,347	$679,700	$121,063	35.1%	n/a	—

Career paths

We could not match this title to one occupation, so here are the other sub-niches in Sales and Customers, where your skills may carry over:

Customer success and service (302) Sales and business development (1467)

Distances

CITY Calculation (straight line) Source: U.S. Census Bureau Gazetteer (coordinates) · Data: 2024

How far San Diego, CA is from the 20 largest US cities, in straight-line miles (not driving distance). Click a column to sort.

Sort:

From ⇅	Straight-line distance (miles) ⇅	Population of that city ⇅
San Diego, CA	0 mi	1,389,526
Los Angeles, CA	111 mi	3,857,263
Phoenix, AZ	296 mi	1,642,323
San Jose, CA	407 mi	990,138
San Francisco, CA	475 mi	830,235
Denver, CO	833 mi	718,877
Seattle, WA	1,059 mi	754,195
San Antonio, TX	1,123 mi	1,479,835
Oklahoma City, OK	1,135 mi	697,125
Fort Worth, TX	1,148 mi	963,194
Austin, TX	1,153 mi	979,539
Dallas, TX	1,181 mi	1,307,930
Houston, TX	1,298 mi	2,328,253
Chicago, IL	1,724 mi	2,711,226
Indianapolis, IN	1,782 mi	885,860
Columbus, OH	1,950 mi	914,802
Charlotte, NC	2,074 mi	903,844
Jacksonville, FL	2,085 mi	977,670
Philadelphia, PA	2,365 mi	1,579,706
New York, NY	2,427 mi	8,483,844

Nearby cities with open jobs (within 120 miles)

Sort:

City ⇅	Straight-line distance ⇅	Open jobs ⇅
El Cajon, CA	10 mi	1
Chula Vista, CA	15 mi	2
Carlsbad, CA	23 mi	3
Newport Beach, CA	69 mi	1
Irvine, CA	70 mi	21
Costa Mesa, CA	74 mi	10
Anaheim, CA	80 mi	50
Compton, CA	98 mi	3
Huntington Park, CA	102 mi	2
El Segundo, CA	106 mi	102
Culver City, CA	110 mi	6
Los Angeles, CA	111 mi	494
Beverly Hills, CA	114 mi	2
Burbank, CA	117 mi	6

The employer

PNC is the employer in this listing. See all its open jobs here →

Company description (from The Muse): At PNC, we foster a work environment where employees can thrive while delivering a great customer experience. Here, you’ll be given the flexibility, trust and respect to do things that matter to you and support your career growth, while enabling you to make a positive impact on the people and communities around you. We have been committed to providing our clients with great service and powerful financial expertise to help them meet their financial goals. We are proud of our longstanding history of supporting not only our customers but also our communities, employees and shareholders.

size: Large Size; industries: Financial Services, Technology; locations on The Muse: Pittsburgh, PA.

We do not hold headcount or revenue for this employer. Check its careers site and, if it is listed on a stock exchange, its public filings (SEC EDGAR search).

The employer's profile on The Muse →

What it is like to work at a company (culture, schedules, benefits) is not in the source data, so we do not describe it. Read the description and ask the questions under "How to prepare".

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FAQ

What is the Client Solution Advisor - PNC Fortis Advisors job at PNC?

A mid level role in sales and customers (account management) listed 7 days ago. The full description is on this page and on The Muse.

Where is this job?

San Diego, CA.

How do I apply?

Use the "View this job and apply on The Muse" button. AtiveSite does not receive applications.

How much does it pay?

The listing does not publish pay, and we could not match the title to one official occupation.

What is the cost of living there?

Median rent in San Diego is $2,313 a month and median household income $108,077 (ACS 2020–2024).

How old is this listing?

It was posted on 2026-11-02 (7 days ago). Jobs older than 90 days are not shown.

Are there similar jobs?

Yes: browse account management jobs in California.

Sources and terms

Job data: The Muse public API (listing dated 2026-11-02). The job disappears from this site when it disappears from the source.
Wages and projections: BLS OEWS (May 2025) and Employment Projections 2025–35.
City and county figures: Census Bureau ACS 2020–2024, BEA, BLS QCEW and LAUS, NASA POWER climatology; distances from Census Gazetteer coordinates.

AtiveSite is not affiliated with or endorsed by The Muse, the employer or any government agency, and does not process applications. Verify every detail with the employer before acting.

Sources

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