Wealth Client Sales & Service Associate

PNC; United States; On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision options

Life insurance

Disability protection

401(k) with company match

Educational assistance

Job summary

PNC Financial Services Group, Inc. in Wealth Management seeks a Sales Assistant to support client relationships with sales and service execution. You will gather documents, verify information for accuracy, and ensure compliance with standard procedures.

The role serves as a point of contact for clients and internal teams, updating details in systems and providing reports as needed. This in-office position emphasizes client service, accuracy, and teamwork within a supportive culture that values

Qualifications

• Associates or equivalent degree and related experience or product knowledge.
• Experience in client relationships and sales support is preferred.
• Ability to follow policies, comply with regulations and procedures.

Responsibilities

• Provides sales, service and execution support for client relationships.
• Gathers documentation, verifies accuracy, and ensures regulatory compliance.
• Acts as a point of contact for clients and teams; updates client details in systems.
• May prepare reports and offer general administrative support.

Skills

Client Relationship Building

Customer Experience

Effective Communications

Flexibility and Adaptability

Decision Making

Problem Management

Sales Support

Attention to Detail

Education

Associates or equivalent degree

Job description

PNC Financial Services Group, Inc. in Wealth Management seeks a Sales Assistant to support client relationships with sales and service execution. You will gather documents, verify information for accuracy, and ensure compliance with standard procedures.

The role serves as a point of contact for clients and internal teams, updating details in systems and providing reports as needed. This in-office position emphasizes client service, accuracy, and teamwork within a supportive culture that values