Wealth Management Client Services Associate

PNC Financial Services Group, Inc.; Cranberry Township (Butler County); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Medical/prescription coverage (HSA)

Dental and vision options

401(k) with PNC match

Back-up child/elder care

Job summary

PNC Financial Services Group, Inc. is seeking a Sales Assistant in our Wealth Management group based in Cranberry Township, PA. The role involves providing sales, service and execution support for client relationships, gathering documentation, and ensuring accuracy across processes and systems.

You will be a key liaison to clients and internal teams, handling account details and reporting needs. The position emphasizes client-focused service, risk adherence, and the ability to manage multiple

Qualifications

• Associates degree or equivalent with related experience or product knowledge; typically requires 3+ years experience.
• Strong customer service and relationship-building skills.
• Knowledge of financial services products is a plus.

Responsibilities

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

Skills

Client Relationship Building

Customer Experience

Decision Making

Effective Communications

Education

Associates

Job description

PNC Financial Services Group, Inc. is seeking a Sales Assistant in our Wealth Management group based in Cranberry Township, PA. The role involves providing sales, service and execution support for client relationships, gathering documentation, and ensuring accuracy across processes and systems.

You will be a key liaison to clients and internal teams, handling account details and reporting needs. The position emphasizes client-focused service, risk adherence, and the ability to manage multiple