Sales Assistant - PNC Wealth Management

PNC Financial Services Group, Inc.; Cleveland (OH); On-site; USD 38,000 - 63,000; Full time

Benefits offered by this job

Medical + HSA

Dental & Vision

Life Insurance

Disability Insurance

401(k) with Match

Stock Purchase Plan

Dependent Care

Educational Assistance

Wellness Program

Parental Leave

Paid Holidays

Vacation

Job summary

PNC Financial Services Group, Inc. in Cleveland, OH is seeking a Sales Assistant to provide sales, service and execution support for new and ongoing client relationships within Wealth Management.

You will gather documentation, review and verify details, and act as a liaison for clients and service partners. The role emphasizes accuracy, compliance, and timely processing, with opportunities to learn our systems and build trusted advisor relationships.

Qualifications

• 3+ years of experience in sales, service or client support with financial services context.
• Associates degree or equivalent; certifications are not required.

Responsibilities

• Provide sales, service and execution support for client relationships.
• Gather documentation and verify accuracy for processing.
• Escalate issues to client teams and service partners as needed.
• Initiate, update and verify client, account or transaction details in systems.

Skills

Client Counseling

Relationship Management

Sales Support

Communication

Attention to Detail

Problem Solving

Customer Experience

Adaptability

Education

Associates

Tools

CRM Systems

Documentation/Compliance Tools

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 Sales Assistant within PNC Wealth Management, you will be based in Cleveland, OH 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

Provides sales, service and execution support for new and ongoing client relationships. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans. Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary. Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed. May perform general administrative support.

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 Accuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Management Process, Products and Services, Sales Support and Administration

Work Experience

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

• Education Associates
• Certifications No Required Certification(s)
• Licenses No Required License(s)
• Language Assessments No Required or Preferred Language Assessments

Pay Transparency

Base Salary: $37,500.00 – $62,500.00 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 09/18/2026, although it may be longer with business discretion.

Benefits

• 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
• 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

Disability Accommodations

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. 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.

About PNC

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve. Check out the top reasons to join PNC. PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.