Client-Focused Wealth Management Sales Assistant

PNC Financial Services Group; Scottsdale (AZ); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical coverage

Dental and vision

Life insurance

Disability protection

401(k) with match

Educational assistance

Wellness program

Paid holidays

Vacation time

Job summary

PNC Financial Services Group is seeking a Sales Assistant for Wealth Management to support client relationships, gather documentation, and ensure accurate processing. The role serves as a contact point for clients and teams, escalating issues when needed.

Candidates should have relevant experience or education; PNC emphasizes compliance and thoroughness in all workflows, offering comprehensive benefits and an in-office environment.

Qualifications

• Successful candidates must demonstrate knowledge, skills and abilities for this role.
• Listed items include skills, competencies, work experience, education and certifications.
• Education and related experience or certifications may be considered in lieu of a degree.

Responsibilities

• Provides sales, service and execution support for new and ongoing client relationships.
• Gathers required documentation and verifies information for accuracy.
• Performs processing and ensures compliance with standard regulations and processes.
• Acts as a point of contact for clients, teams or service partners and escalates issues.
• Initiates, updates and verifies client/account/transaction details; provides reports as needed.
• May perform general administrative support.

Skills

Customer Focused

Managing Risk

Business Decisions

Client Counseling

Client Relationship Building

Sales Support

Education

Associates

Job description

PNC Financial Services Group is seeking a Sales Assistant for Wealth Management to support client relationships, gather documentation, and ensure accurate processing. The role serves as a contact point for clients and teams, escalating issues when needed.

Candidates should have relevant experience or education; PNC emphasizes compliance and thoroughness in all workflows, offering comprehensive benefits and an in-office environment.