Wealth Management Sales Assistant | Client Service & Ops

PNC; Cranberry Township (Butler County); On-site; USD 38,000 - 46,000; Full time

Benefits offered by this job

401(k) matching

Pension

Stock purchase plan

Job summary

PNC Wealth Management seeks a Sales Assistant based in Cranberry Office, PA to provide sales, service, and execution support for client relationships. You will gather documentation, review and verify information, and assist with client servicing and implementation and processing tasks in line with regulatory requirements.

This in-office role emphasizes customer-focused service, accurate processing, and collaboration with client teams and service partners to ensure smooth onboarding and ongoing

Qualifications

• Associates degree required or equivalent

Responsibilities

• Gathers required documentation for client relationships
• 0

Skills

Customer Focus

Client Counseling

Relationship Management

Sales Support

Attention to Detail

Results-Oriented

Communication

Initiative

Education

Associates

Job description

PNC Wealth Management seeks a Sales Assistant based in Cranberry Office, PA to provide sales, service, and execution support for client relationships. You will gather documentation, review and verify information, and assist with client servicing and implementation and processing tasks in line with regulatory requirements.

This in-office role emphasizes customer-focused service, accurate processing, and collaboration with client teams and service partners to ensure smooth onboarding and ongoing