Wealth Management Sales Assistant — Benefits & Growth

PNC; Vienna (VA); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health benefits

401(k) with PNC match

Paid time off

Job summary

PNC Wealth Management is seeking a Sales Assistant based in Tysons Corner, VA. The role focuses on owning tasks, supporting sales and client servicing, and ensuring accurate documentation and processing for client relationships.

You will work in an in-office environment, collaborating with client teams and service partners to deliver a seamless client experience while adhering to regulatory standards. The position emphasizes customer focus and risk management across activities.

Qualifications

• Associates or equivalent degree required with related experience or product knowledge.

Responsibilities

• Own tasks, projects, and the client experience.
• Provide sales, service and execution support for new and ongoing client relationships; gather documents and ensure accuracy.
• Perform processing and ensure compliance with regulations; may administer implementation plans.
• Act as point of contact for clients, client teams or service partners; escalate issues as needed.
• Update and verify client, account or transaction details in systems; provide reports as needed.
• May provide general administrative support.

Skills

Business Decisions

Client Counseling

Client Relationship Building

Competitive Advantages

Customer Experience

Personal Initiative

Relationship Management

Results-Oriented

Education

Associates

Job description

PNC Wealth Management is seeking a Sales Assistant based in Tysons Corner, VA. The role focuses on owning tasks, supporting sales and client servicing, and ensuring accurate documentation and processing for client relationships.

You will work in an in-office environment, collaborating with client teams and service partners to deliver a seamless client experience while adhering to regulatory standards. The position emphasizes customer focus and risk management across activities.