Wealth Management Client Solutions Specialist

PNC Financial Services Group; Birmingham (AL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

401(k) with match

Education assistance

Wellness program

Paid holidays

Job summary

PNC Financial Services Group is seeking a Sales Assistant for the Wealth Management team based in Birmingham, AL. The role focuses on sales support, client servicing, documentation gathering, and ensuring regulatory compliance.

You will act as a point of contact for clients and internal teams, handling data entry and reporting tasks as needed. The position emphasizes customer focus, relationship management, and proactive problem solving, with a pathway to deeper client engagement within Wealth

Qualifications

• Associates degree or equivalent required.
• 3+ years experience typical for role.
• Experience with client onboarding and servicing desirable.

Responsibilities

• Provides sales, service and execution support for client relationships.
• Gathers required documentation and verifies information for accuracy.
• Performs processing and ensures compliance with standard regulations.
• Acts as primary contact for clients and escalates issues as needed.
• Initiates and updates client/account details in systems; provides reports.

Skills

Client Relationship Building

Customer Focus

Sales Support

Communication

Education

Associates

Job description

PNC Financial Services Group is seeking a Sales Assistant for the Wealth Management team based in Birmingham, AL. The role focuses on sales support, client servicing, documentation gathering, and ensuring regulatory compliance.

You will act as a point of contact for clients and internal teams, handling data entry and reporting tasks as needed. The position emphasizes customer focus, relationship management, and proactive problem solving, with a pathway to deeper client engagement within Wealth