Wealth Management Client Services Associate

PNC; Hanover (York County); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with match

Education assistance

Wellness program

Backup child/elder care

Job summary

PNC in Hanover, PA, seeks a Sales Assistant for its Wealth Management team to provide sales, service and onboarding support for client relationships. The role involves gathering documentation, ensuring accuracy, and processing client data within sensitive regulatory standards.

The candidate should have an Associates degree or equivalent, 3+ years of related experience, and FINRA Series 7/63 licenses. This is an in-office role with a comprehensive benefits package and opportunities for growth.

Qualifications

• Associates degree or equivalent; related experience may be considered.
• 3+ years experience required; military service accepted in lieu of degree.
• FINRA Series 7 and 63 licenses required.

Responsibilities

• Provides sales, service and execution support for client relationships.
• Gathers required documentation and verifies information for accuracy.
• Performs processing and ensures compliance with regulations and processes.
• Acts as a point of contact for clients, teams and partners; escalates issues.
• Initiates and verifies client, account or transaction details in systems.
• Provides reports as needed; may perform general administrative support.

Skills

Client Relationship Building

Sales Support

Customer Experience

Decision Making

Effective Communications

Attention to Detail

Managing Multiple Priorities

Education

Associates

FINRA Series 7 & 63 licenses

Tools

CRM systems

Job description

PNC in Hanover, PA, seeks a Sales Assistant for its Wealth Management team to provide sales, service and onboarding support for client relationships. The role involves gathering documentation, ensuring accuracy, and processing client data within sensitive regulatory standards.

The candidate should have an Associates degree or equivalent, 3+ years of related experience, and FINRA Series 7/63 licenses. This is an in-office role with a comprehensive benefits package and opportunities for growth.