Wealth Management Client Solutions Associate

PNC; Ridgewood (NJ); Presencial; USD 45.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage (health)

Dental & vision coverage

401(k) with company match

Paid time off

Descripción de la vacante

PNC is seeking a Sales Assistant in Ridgewood, NJ to support wealth management client relationships with precise documentation and compliant processing. You will act as a primary contact for client teams, gather required materials, and ensure accurate data entry and reporting while upholding PNC’s service standards.

The role emphasizes in-office collaboration, attendance to regulatory guidelines, and capacity to handle multiple tasks with accuracy.

Formación

• Associates degree or equivalent plus related experience.
• 3+ years experience preferred or applicable experience.
• Ability to gather required documentation and ensure accuracy.

Responsabilidades

• Provide sales, service and execution support for client relationships.
• Handle documentation collection, review, and verification for accuracy.
• Escalate client implementation and servicing issues as needed and support regulatory compliance.

Conocimientos

Sales support

Client relationships

Documentation

Regulatory compliance

Communication

Educación

Associates degree

Descripción del empleo

PNC is seeking a Sales Assistant in Ridgewood, NJ to support wealth management client relationships with precise documentation and compliant processing. You will act as a primary contact for client teams, gather required materials, and ensure accurate data entry and reporting while upholding PNC’s service standards.

The role emphasizes in-office collaboration, attendance to regulatory guidelines, and capacity to handle multiple tasks with accuracy.