Wealth Management: Client Services & Sales Assistant

Fairygodboss

Princeton (NJ)

On-site

USD 41,000 - 69,000

Full time

8 days ago

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Job summary

PNC is seeking a Sales Assistant in Princeton, NJ to support wealth management client relationships. The role is in-office, focusing on gathering documentation, processing transactions, and coordinating with client teams to ensure accurate and compliant service delivery.

The position emphasizes customer focus, risk management, and strong attention to detail. Prior experience and certification alignment with regulatory standards are valued, with a clear path to support and development within the

Qualifications

Associates degree required with related experience or alternatives considered
Typically 3+ years experience for the role
Substituting education with a combination of education, certifications and experience may be considered

Responsibilities

Provides sales, service and execution support for new and ongoing client relationships.
Gathers required documentation, reviews and verifies for accuracy.
Performs processing and ensures compliance with standard regulations and processes; may administer implementation plans.
Acts as contact for clients and escalates implementation/servicing issues as needed.
Initiates and verifies client, account, or transaction details in systems; provides reports as needed.
May perform general administrative support.