Wealth Management Sales Assistant

PNC; Louisville (KY); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Pension and stock purchase plans

Job summary

PNC Wealth Management is seeking a Sales Assistant to support client relationships at our Louisville, KY branch. The role emphasizes in-office collaboration, client documentation handling, and accurate processing to sustain service quality.

The position requires an Associate’s degree or equivalent experience, with 3+ years in related roles often preferred. No professional certifications are required, and sponsorship is not provided for visas.

Qualifications

• Associates degree or equivalent with related experience.
• 3+ years experience typically required; military service accepted in lieu of degree.
• No required certifications or licenses.

Responsibilities

• Provides sales, service and execution support for client relationships.
• Gathers required documentation and verifies information for accuracy.
• Performs processing and compliance tasks and may assist with implementation plans.
• Acts as a point of contact for clients and teams and escalates issues as needed.
• Initiates and updates client/account details in systems and provides reports.

Skills

Customer focus

Sales support

Client communication

Problem solving

Education

Associates

Job description

PNC Wealth Management is seeking a Sales Assistant to support client relationships at our Louisville, KY branch. The role emphasizes in-office collaboration, client documentation handling, and accurate processing to sustain service quality.

The position requires an Associate’s degree or equivalent experience, with 3+ years in related roles often preferred. No professional certifications are required, and sponsorship is not provided for visas.