Wealth Management Sales Assistant - Chicago (In-Office)

PNC Financial Services Group, Inc.; Chicago (IL); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical coverage

401(k) with match

Paid holidays

Wellness program

Job summary

PNC Wealth Management in Chicago (Franklin location) is looking for a Sales Assistant to support new and ongoing client relationships. The role requires gathering documentation, verifying information for accuracy, and ensuring processing complies with regulations.

In-office position with strong teamwork and customer service focus. As a trusted point of contact for clients and service partners, you will prepare, review and verify account and transaction details, provide necessary reports, and

Qualifications

• Associates degree required; related experience or product knowledge preferred.
• Experience in client service, sales support or wealth management is a plus.
• Strong written and verbal communication, and ability to gather accurate information.

Responsibilities

• Provide sales, service and execution support for client relationships.
• Gather required documentation and verify information for accuracy.
• Perform processing and ensure compliance with standard regulations.
• Act as a point of contact for clients and internal teams; escalate issues as needed.
• Prepare reports and provide general administrative support.

Skills

Customer focus

Attention to detail

Documentation

Compliance awareness

Communication skills

Education

Associates

Job description

PNC Wealth Management in Chicago (Franklin location) is looking for a Sales Assistant to support new and ongoing client relationships. The role requires gathering documentation, verifying information for accuracy, and ensuring processing complies with regulations.

In-office position with strong teamwork and customer service focus. As a trusted point of contact for clients and service partners, you will prepare, review and verify account and transaction details, provide necessary reports, and