Wealth Management Client Service & Sales Associate

PNC Financial Services Group; Cranberry Township (Butler County); In loco; USD 42.000 - 64.000; Tempo pieno

Vantaggi offerti da questo lavoro

Healthcare options

401(k) with PNC match

Pension and stock purchase plans

Educational assistance

Parental leave

Paid holidays

Descrizione del lavoro

PNC Financial Services Group is seeking a Sales Assistant in Cranberry Township, PA to support client relationships within Wealth Management. This in-office role focuses on sales, service and execution while gathering documentation and ensuring accuracy in all processes.

The position requires handling client data, coordinating with teams and applying standard regulatory practices. It emphasizes customer focus and risk management as core competencies.

Competenze

• Successful candidates must demonstrate knowledge, skills, and abilities for the role.
• Experience in wealth management or sales support is preferred.

Mansioni

• 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.

Conoscenze

Business Decisions

Client Counseling

Client Relationship Building

Competitive Advantages

Customer Experience

Personal Initiative

Relationship Management

Results-Oriented

Formazione

Associates

Descrizione del lavoro

PNC Financial Services Group is seeking a Sales Assistant in Cranberry Township, PA to support client relationships within Wealth Management. This in-office role focuses on sales, service and execution while gathering documentation and ensuring accuracy in all processes.

The position requires handling client data, coordinating with teams and applying standard regulatory practices. It emphasizes customer focus and risk management as core competencies.