Associate, Client Services

Position Overview

Harris Williams will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

We are a global investment bank specializing in M&A and private capital advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality. We approach every engagement with boundless collaboration, pooling expertise and relationships across industries, service offerings, and geographies. For over 30 years, our clients have trusted us to think strategically, execute precisely, and deliver premium outcomes to help them grow.

We are ambitious in our goals and steadfast in the belief that clients deserve our very best. To achieve our highest aspiration, we invest in world-class, team-oriented individuals who are smart, driven, and principled – those who are eager to be part of something bigger than themselves. When you join Harris Williams, you are welcomed into a collegial environment where every individual will make an impact in a powerful and significant way. We invite you to learn more about careers at Harris Williams.

Role Summary & Unique Requirements

Our firm is looking for a dedicated Associate, Client Services, to drive organizational excellence across our GP/LP interactions and fund placement processes. This is a long-term, specialized role requiring a blend of technical CRM mastery and high-level interpersonal sophistication. With a focus on proactive meeting preparation, actionable reporting, and high-profile event logistics, the successful candidate will be a cornerstone of our client-facing operations, building deep familiarity with the alternative investment landscape and exemplifying a proactive, team-oriented mindset day-to-day.

Key Responsibilities

• Client Interaction & Follow-Up: Function as a liaison between senior partners and clients (GPs/LPs), attend meetings, gauge client sentiment, proactively prepare partners for meetings, and provide concise, actionable summaries of interactions.
• Organizational Support: M anage meeting preparation and background research, and collaborate on scheduling and calendar management.
• Pipeline Management & Reporting: Maintain and manage a sales pipeline to track GP/LP interactions and fund placement progress. Leverage CRM to organize client data, track interactions, and automate follow-ups. Prepare periodic reports on client activity, sales metrics, and fund placement progress.
• Event Support: Collaborate with partners across the Marketing Department to plan and execute high-profile client events, ensuring smooth communication and logistics.

Ideal Candidate Profile

We are looking for a candidate who embodies the following:

• Emotional Intelligence & Professionalism: High Emotional Intelligence (EQ), maturity, and professionalism to interact effectively with all levels of clients and handle sensitive information with discretion.
• Communication & Organization: Strong written and oral communication skills, organizational excellence, meticulous attention to detail, and the ability to meet deadlines.
• Industry & Regulatory Knowledge: Willingness to build familiarity with the GP/LP landscape, deal processes, rapport-building in investor relations (IR), and regulatory requirements specific to primary fund placement.
• Technical & Analytical: Technical proficiency (CRM, Salesforce, data analytics tools), analytical skills to identify trends/opportunities, and critical thinking to provide recommendations on next steps/resolution.
• Team-Oriented & Proactive: Willing to collaborate with the PM team and other stakeholders, while also being self-sufficient when needed. Maintains a curious mindset and proactive attitude toward identifying opportunities for improvement.

Additional Qualifications

• 2+ years of experience in alternative investments (private equity, hedge funds, commodities) and/or client-facing roles (corporate finance, mergers & acquisitions).
• Bachelor's Degree.
• Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and research techniques.
• Willingness to work odd hours, dependent on team travel needs
• This position is based in either our Charlotte, NC or New York, NY office; willingness to relocate if needed.

Additional Information

• Work Authorization: Must be able to work in the U.S. without sponsorship.
• This description outlines the core activities of the role but is not exhaustive. Additional duties may be assigned as needed.
• Harris Williams will not accept unsolicited resumes from contingency recruiters. Any such resumes received will not be considered as legitimate submissions, and Harris Williams will not pay for the placement of a candidate resulting from the receipt of an unsolicited resume. Furthermore, Harris Williams strictly forbids any contingency recruiter from representing the firm in the market without prior consent.

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

Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities

Competencies

Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Managing Multiple Priorities, Portfolio Management - 1, Prospecting., Sales Negotiating, Selling., Tech Savvy

Work Experience

Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. 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)

Pay Transparency

Base Salary: $140,000.00 – $200,000.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

Application Window

Generally, this opening is expected to be posted for two business days from 04/13/2026, 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 [email protected]. 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.