Wealth Management Sales Assistant — Client Support Pro

PNC Financial Services Group, Inc.; Azle (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with PNC match

Job summary

PNC Financial Services Group, Inc. is seeking a Sales Assistant for our Wealth Management team based in Azle, TX. The role focuses on sales support, service delivery, and client documentation to ensure accurate onboarding and ongoing servicing.

The position emphasizes collaboration with client teams, adherence to standard regulations, and proactive communication with clients. This in-office role aligns with a culture that values balance and inclusion within a long-standing financial services

Qualifications

• Associates degree or equivalent required.
• 3+ years experience preferred; military or other combination acceptable in lieu of degree.
• Knowledge of client service, banking products, and regulatory basics is helpful.

Responsibilities

• Provide sales, service and execution support for new and ongoing client relationships.
• Gather documentation and verify accuracy of information.
• Escalate client issues and coordinate with client teams and service partners.
• Initiate and verify client, account or transaction details in systems and generate reports.

Skills

Client Counseling

Relationship Building

Sales Support

Customer Experience

Accuracy and Attention to Detail

Communication Skills

Managing Multiple Priorities

Problem Solving

Education

Associates

Job description

PNC Financial Services Group, Inc. is seeking a Sales Assistant for our Wealth Management team based in Azle, TX. The role focuses on sales support, service delivery, and client documentation to ensure accurate onboarding and ongoing servicing.

The position emphasizes collaboration with client teams, adherence to standard regulations, and proactive communication with clients. This in-office role aligns with a culture that values balance and inclusion within a long-standing financial services