Wealth Client Solutions Specialist

PNC; Pittsburgh (Allegheny County); On-site; USD 52,000 - 70,000; Full time

Benefits offered by this job

Medical/Dental/Vision coverage

401(k) with company match

Paid holidays and vacation

Job summary

PNC Wealth Management is seeking a Sales Assistant in Pittsburgh, PA. You will support client relationships with sales, service, and execution tasks, ensuring accurate documentation and compliant processing. You will serve as a liaison between clients, teams, and service partners, updating records and generating reports to support service delivery.

The role requires strong attention to detail, excellent customer service, and the ability to manage multiple priorities in a fast-paced environment.

Qualifications

• Associates degree required.
• Typically 3+ years experience in related roles.
• No required certifications or licenses.

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.
• Acts as a point of contact for clients and teams, escalating issues as needed.
• Initiates, updates and verifies client/account details in systems and provides reports.

Skills

Business Decisions

Client Counseling

Client Relationship Building

Competitive Advantages

Customer Experience

Personal Initiative

Relationship Management

Results-Oriented

Education

Associates

Job description

PNC Wealth Management is seeking a Sales Assistant in Pittsburgh, PA. You will support client relationships with sales, service, and execution tasks, ensuring accurate documentation and compliant processing. You will serve as a liaison between clients, teams, and service partners, updating records and generating reports to support service delivery.

The role requires strong attention to detail, excellent customer service, and the ability to manage multiple priorities in a fast-paced environment.