Client Experience Specialist Jobs
Client Experience Specialist jobs are open across financial services, healthcare, SaaS, and retail, with specializations in customer success, onboarding, and account management, at every level from entry-level associate to senior specialist and team lead. Scan the live roles below and apply to whichever ones fit.
Find JobsOverview
Showing 5 of 337+ Client Experience Specialist jobs
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 Experience Associate within PNC's Retail Branch organization, you will be based in South Bend, IN at the South Bend Central branch.
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
- Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
- Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
- Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
- Applies product and procedural knowledge to solve customer's problems.
- Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
- Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
- Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.
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
Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetencies
Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork Experience
Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically <1 year of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered.Education
No DegreeCertifications
No Required Certification(s)Licenses
No Required License(s)Language Assessments
No Required or Preferred Language Assessments
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.
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 Experience Associate within PNC's Retail Branch organization, you will be based in South Bend, IN at the South Bend Central branch.
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
- Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
- Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
- Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
- Applies product and procedural knowledge to solve customer's problems.
- Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
- Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
- Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.
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
Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetencies
Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork Experience
Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically <1 year of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered.Education
No DegreeCertifications
No Required Certification(s)Licenses
No Required License(s)Language Assessments
No Required or Preferred Language Assessments
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.
See All 337+ Client Experience Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsClient Experience Specialist Job Market
Who's Hiring
- PNC Financial Services114
- Tyler Technologies6
- Tricoci Salon & Spa6
- Citi5
- Farther4
Top Industries Hiring
- Law & Legal Services
- Government & Public Sector
- Banking & Financial Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in client experience specialist jobs.
- 1-3 years of experience in customer success, account management, or client services
- Proficiency with CRM software such as Salesforce or HubSpot
- Strong written and verbal communication skills for client-facing interactions
- Ability to manage multiple client accounts simultaneously and prioritize effectively
- Experience tracking customer satisfaction metrics such as NPS or CSAT scores
- Bachelor's degree in business, communications, or a related field
Tips for Your Client Experience Specialist Job Search
Tailor your resume to each channel
Client experience roles differ significantly between industries. A healthtech employer wants to see patient-facing communication skills, while a SaaS company prioritizes product adoption metrics. Reframe the same experience using the language of each job posting before you apply.
Quantify retention and satisfaction outcomes
Generic phrases like 'improved customer satisfaction' won't stand out. Pull specific outcomes from your work history, such as renewal rates, NPS improvements, or resolution time reductions, and put those numbers on your resume so hiring managers see measurable impact immediately.
Apply early to roles that fit
Migrate Mate lists client experience specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings that match your toolset
Many client experience roles require hands-on proficiency with CRM platforms or customer success software. Filter your search by tools you already know well. Applying to roles that match your existing tech stack gives your application a concrete advantage over generalist candidates.
Prepare a client scenario story for interviews
Interviewers for client experience roles almost always ask behavioral questions about difficult clients or failed renewals. Prepare two or three specific stories using the situation, action, and result format, drawing on real cases where you resolved tension or turned around a struggling relationship.
Negotiate scope not just salary
Client experience specialists often have leverage over account portfolio size, escalation authority, and tool access, all of which affect day-to-day workload. After an offer, ask what the typical book of business looks like and whether that is negotiable before accepting.
Client Experience Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most client experience specialists?
The companies hiring the most client experience specialists right now include PNC Financial Services, Tyler Technologies, and Tricoci Salon & Spa, with the largest share of openings in Texas, Florida, and New York, based on current listings on Migrate Mate as of November 2026. Financial services, healthcare technology, and subscription software companies consistently post the highest volume of these roles.
How many client experience specialist jobs are remote?
About 50% of client experience specialist openings are fully remote or hybrid as of November 2026, reflecting strong employer flexibility for this role type. Sub-areas focused on digital onboarding, customer success for software products, and virtual account management tend to have the highest concentration of remote and hybrid arrangements.
How do you become a client experience specialist?
Start by building experience in a customer-facing role such as support, inside sales, or account coordination, where you interact with clients regularly and handle escalations. Develop proficiency with at least one CRM platform, then document outcomes like retention rates or satisfaction scores. Move into a specialist title by targeting companies where client experience is a defined team rather than a shared responsibility.
Can you get hired as a client experience specialist without direct experience?
Yes, many employers will consider candidates from adjacent backgrounds such as retail management, hospitality, or technical support, especially when the applicant can show strong communication skills and a pattern of solving client problems. Emphasize transferable skills like conflict resolution, follow-through on commitments, and comfort learning new software. Entry-level and associate-level postings explicitly list these paths as acceptable.
What does the client experience specialist interview process look like?
Most hiring processes for this role include an initial screening call focused on your background and communication style, followed by a competency-based interview where you walk through specific client situations you have handled. Some employers add a written exercise or role-play scenario simulating a difficult client conversation. Final rounds typically involve meeting the team lead or a cross-functional stakeholder whose team you would support.
Where can I find and apply to client experience specialist jobs?
You can find and apply to client experience specialist jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your experience level and industry background, then apply directly to each listing that fits your goals.
See All 337+ Client Experience Specialist Jobs
Find roles that match your experience and apply in just a few clicks.
Find Jobs