Wealth Management Sales Assistant: Client Relations & Ops

PNC; Lakewood (CO); On-site; USD 41,000 - 69,000; Full time

Benefits offered by this job

Health insurance

401(k) with PNC match

Paid time off

Job summary

PNC Wealth Management is seeking a Sales Assistant to support client relationships in Belmar, CO. This in-office role focuses on sales execution, documentation gathering, and ensuring accuracy across client accounts.

As part of the team, you will coordinate with client teams and service partners, update client records, and generate reports while maintaining high service standards and risk awareness.

Qualifications

• Associates or equivalent degree.
• Typically 3+ years experience.
• No required certifications or licenses.

Responsibilities

• Provides sales, service and execution support for new and ongoing client relationships.
• Gathers required documentation and verifies information for accuracy.
• Performs processing and ensures compliance with standard regulations and processes; may administer implementation plans.
• Acts as a point of contact for clients and internal teams; escalates issues as necessary.
• Initiates, updates and verifies client, account, or transaction details in systems; 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 to support client relationships in Belmar, CO. This in-office role focuses on sales execution, documentation gathering, and ensuring accuracy across client accounts.

As part of the team, you will coordinate with client teams and service partners, update client records, and generate reports while maintaining high service standards and risk awareness.