Wealth Management Sales Assistant

PNC; Azle (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) match

Pension plan

Stock purchase plan

Educational assistance

Wellness program

Paid time off

Job summary

PNC Wealth Management seeks a Sales Assistant based in Azle, TX to provide sales, service and execution support for client relationships. You will gather documentation, verify information, and assist with account and transaction processing while coordinating with client teams and service partners.

The role emphasizes accuracy, compliance and excellent customer service, with opportunities to contribute to a supportive in-office culture at PNC. Prior experience in client-facing roles is preferred.

Qualifications

• Associates degree required or equivalent experience.
• Typically 3+ years of related experience in client service or sales support.
• Sponsorship not provided for this role.

Responsibilities

• Provide sales, service and execution support for new and ongoing client relationships.
• Gather required documentation and verify information for accuracy.
• Perform processing and ensure compliance with standard regulations and processes.
• Serve as a primary contact for clients and internal teams; escalate issues as needed.
• Enter and verify client, account or transaction details in systems; generate reports.
• Provide general administrative support as needed.

Skills

Client Relationship Building

Customer Experience

Business Decisions

Client Counseling

Personal Initiative

Relationship Management

Results-Oriented

Education

Associates

Job description

PNC Wealth Management seeks a Sales Assistant based in Azle, TX to provide sales, service and execution support for client relationships. You will gather documentation, verify information, and assist with account and transaction processing while coordinating with client teams and service partners.

The role emphasizes accuracy, compliance and excellent customer service, with opportunities to contribute to a supportive in-office culture at PNC. Prior experience in client-facing roles is preferred.