Wealth Management Sales Assistant — Client Support & Ops

PNC; Scottsdale (AZ); On-site; USD 41,000 - 69,000; Full time

Benefits offered by this job

Medical / dental / vision coverage

401(k) with company match

Paid time off

Job summary

PNC Wealth Management is seeking a Sales Assistant to support client relationships and sales execution. Based in Scottsdale, AZ or Sharonville, OH, you will help gather documentation, verify details, and coordinate onboarding under supervision of client teams.

The ideal candidate has an Associates degree and 3+ years of experience in financial services or sales support, with strong attention to detail, compliance, and customer service mindset.

Qualifications

• Associates degree or equivalent required.
• 3+ years of relevant experience in sales support or financial services.
• Strong accuracy, documentation, and regulatory compliance.
• Excellent communication and client service skills.

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 degree

Job description

PNC Wealth Management is seeking a Sales Assistant to support client relationships and sales execution. Based in Scottsdale, AZ or Sharonville, OH, you will help gather documentation, verify details, and coordinate onboarding under supervision of client teams.

The ideal candidate has an Associates degree and 3+ years of experience in financial services or sales support, with strong attention to detail, compliance, and customer service mindset.