Client Solution Advisor - PNC Fortis Advisors

Overview

This role provides exceptional support to internal teams, as well as external vendors and partners. You will also serve as a liaison during closing to help ensure proper account onboarding and to facilitate payments throughout the post-closing process related to all active M&A transactions.

This position is based remotely in San Diego, CA.

Responsibilities

• Provide support for internal teams and coordinate with external vendors and partners.
• Serve as a liaison between parties at closing to support proper account onboarding.
• Facilitate payments throughout the post-closing process for active M&A transactions.
• Handle incoming invoices, balance and payment requests, phone calls, and general internal case management.
• Field shareholder inquiries that are complicated and analytical in nature.
• Liaise with various banks and other parties to ensure accurate records and transaction balances.
• Review and interpret complex transaction documents, including:
  • Merger agreements
  • Escrow agreements
  • Paying agent agreements
• Analyze and generate reports from data contained in confidential and intricate Excel spreadsheets (intermediate Excel skills required).
• Maintain strong attention to detail and accuracy while managing and resolving issues.
• Partner with senior managers to ensure appropriate follow-through and timely resolution of issues related to incoming and outgoing funds.
• Maintain a service-oriented approach with shareholders, keeping them updated on request status.

Requirements

• Previous experience in an accounting/financial role dealing with high attention to detail financial details is preferred.
• Experience in accounts payable, accounts receivable, or billing is preferred.
• Intermediate Excel skills are required; advanced knowledge and experience with Microsoft Excel required.
• Strong attention to detail and accuracy.
• High sense of ownership and ability to manage and resolve issues.
• Self-motivated, detail-oriented, and proactive with a strong service mentality.
• Effective and professional communication skills, both written (via email) and verbal (via phone).
• Ability to prioritize tasks and demonstrate strong time management skills.
• Ability to work effectively in high volume, high pressure situations under tight deadlines while remaining focused.

Preferred Qualifications

• CRM/Database experience.
• NetSuite experience.

Qualifications (Role Level)

• Typically requires a university/college degree plus 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

• Bachelor’s degree.

Certifications & Licenses

• No required certifications.
• No required licenses.

Compensation & Benefits

• Base salary: $52,500.00 – $87,500.00
• Salaries may vary based on geographic location, market data, and individual skills, experience, and education.
• This role is incentive eligible, with payment based upon company, business, and/or individual performance.

Benefits (based on eligibility for full-time employees) may 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 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)
• Robust wellness program with financial incentives

Paid time off (based on eligibility) may include:

• 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
• Years of service

Additional Information

• Sponsorship: The employer will not provide sponsorship for employment visas or participate in STEM OPT for this position.
• Application window: Generally expected to be posted for two business days from 10/19/2026, although it may be longer with business discretion.
• Equal opportunity: The employer provides equal employment opportunity to qualified persons regardless of legally protected characteristics.

Location

• Remote in San Diego, CA.