Wealth Management Client Sales Associate

PNC Financial Services Group, Inc.; Princeton (NJ); On-site; USD 41,000 - 69,000; Full time

Benefits offered by this job

Medical coverage

401(k) with company match

Paid time off

Job summary

PNC Financial Services Group, Inc. is seeking a Sales Assistant for Wealth Management located in Princeton, NJ. This role provides sales, service and execution support for client relationships and ensures documentation and processes are accurate and compliant.

The position emphasizes client contact, implementation coordination, and reliable reporting, with opportunities to contribute to a dynamic, in-office team culture and career development within PNC Wealth Management.

Qualifications

• Associates degree or equivalent; related experience or product knowledge may be considered.
• Typically requires 3+ years experience.

Responsibilities

• 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.

Skills

Business Decisions

Client Counseling

Client Relationship

Competitive Advantages

Customer Experience

Personal Initiative

Relationship Management

Results Oriented

Accuracy and Attention to Detail

Customer Support Policies

Standards and Procedures

Decision Making

Critical Thinking

Effective Communications

Flexibility

Adaptability

Managing Multiple Priorities

Problem Management Process

Products and Services

Sales Support and Administration

Education

Associates

Job description

PNC Financial Services Group, Inc. is seeking a Sales Assistant for Wealth Management located in Princeton, NJ. This role provides sales, service and execution support for client relationships and ensures documentation and processes are accurate and compliant.

The position emphasizes client contact, implementation coordination, and reliable reporting, with opportunities to contribute to a dynamic, in-office team culture and career development within PNC Wealth Management.