Wealth Management Client Concierge

PNC; San Antonio (TX); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical/prescription coverage

Dental and vision

Life insurance

Disability protection

401(k) with match

Educational assistance

Wellness program

Job summary

PNC Wealth Management is seeking a Sales Assistant to provide sales, service and execution support for client relationships. You will gather documentation, review information for accuracy, and help implement plans while ensuring compliance with regulations.

You will serve as a point of contact for clients and internal teams, update client and transaction details in systems, and generate reports as needed. In-office role with opportunities to collaborate across wealth management teams.

Qualifications

• Preferred Skills listed for this role include a strong focus on client engagement, relationship management and customer experience.
• Competencies emphasize accuracy, policy adherence, clear communication, critical thinking and prioritization.
• Roles at this level typically require an Associates degree and related experience or knowledge to perform duties.

Responsibilities

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

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 to provide sales, service and execution support for client relationships. You will gather documentation, review information for accuracy, and help implement plans while ensuring compliance with regulations.

You will serve as a point of contact for clients and internal teams, update client and transaction details in systems, and generate reports as needed. In-office role with opportunities to collaborate across wealth management teams.