Wealth Management: Client Sales Support Assistant

PNC; Princeton (NJ); On-site; USD 41,000 - 69,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Stock purchase plans

Education assistance

Job summary

PNC Wealth Management is seeking a Sales Assistant based in Princeton, NJ to support client relationships and a broad range of sales tasks. The role emphasizes accurate documentation, compliance, and proactive client service within an in-office environment.

The position requires associates degree and 3+ years of related experience; in-depth knowledge of wealth management workflows is a plus. PNC offers comprehensive benefits and opportunities for growth in a dynamic team setting.

Qualifications

• Associates degree or equivalent required.
• 3+ years experience preferred; related experience OK.
• Experience in wealth management is a plus.

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 Building

Competitive Advantages

Customer Experience (CX)

Personal Initiative

Relationship Management

Results-Oriented

Education

Associates

Job description

PNC Wealth Management is seeking a Sales Assistant based in Princeton, NJ to support client relationships and a broad range of sales tasks. The role emphasizes accurate documentation, compliance, and proactive client service within an in-office environment.

The position requires associates degree and 3+ years of related experience; in-depth knowledge of wealth management workflows is a plus. PNC offers comprehensive benefits and opportunities for growth in a dynamic team setting.