Wealth Management Client Sales Assistant

PNC; Pepper Pike (OH); On-site; USD 38,000 - 63,000; Full time

Benefits offered by this job

Health Savings Account

401(k) with PNC match

Pension and stock purchase plans

Job summary

PNC Wealth Management in Pepper Pike, OH is seeking a Sales Assistant to support client relationships with sales, service and execution tasks. You will gather documentation, prepare and verify information, and act as a primary contact for clients and service teams.

Requires an Associates degree and FINRA Series 7 & 63 licenses, with typically 3+ years of related experience in wealth management or client services. In-office role with comprehensive benefits.

Qualifications

• Associates degree or equivalent experience.
• FINRA Series 7 and Series 63 licenses required.
• Typically 3+ years of related experience in wealth mgmt or sales support.

Responsibilities

• Provides sales, service and execution support for new and ongoing client relationships.
• Gathers required documentation and verifies information for accuracy.
• Prepares, reviews and verifies documents and relevant information for accuracy.
• Acts as a point of contact for clients and teams; escalates issues as needed.
• Initiates, updates and verifies client, account or transaction details in systems.
• May perform general administrative support.

Skills

Sales support

Client service

Communication

Attention to detail

Education

Associates

FINRA Series 7 and 63 licenses

Job description

PNC Wealth Management in Pepper Pike, OH is seeking a Sales Assistant to support client relationships with sales, service and execution tasks. You will gather documentation, prepare and verify information, and act as a primary contact for clients and service teams.

Requires an Associates degree and FINRA Series 7 & 63 licenses, with typically 3+ years of related experience in wealth management or client services. In-office role with comprehensive benefits.