Wealth Management Sales Assistant – Client-Focused Support

PNC; Chicago (IL); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with match

Educational assistance

Job summary

PNC Wealth Management is seeking a Sales Assistant based in Chicago, IL at the Franklin location. You will support sales, service and execution for client relationships and handle documentation, processing and client data updates.

As part of an in-office team, you will engage with clients and internal partners, ensuring accuracy and timely reporting. The role emphasizes collaboration, risk awareness and detailed customer service in a fast paced environment.

Qualifications

• Associates or equivalent degree with related experience or product knowledge to accomplish primary duties.
• Typically requires 3+ years experience.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.

Responsibilities

• Provides sales, service and execution support for new and ongoing client relationships.
• Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy.
• Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans.
• Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary.
• Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
• May perform 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 Chicago, IL at the Franklin location. You will support sales, service and execution for client relationships and handle documentation, processing and client data updates.

As part of an in-office team, you will engage with clients and internal partners, ensuring accuracy and timely reporting. The role emphasizes collaboration, risk awareness and detailed customer service in a fast paced environment.