Wealth Management Sales Associate

PNC Financial Services; Town of Florida (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

PNC Financial Services, based in Florida at the Palm Beach Gardens branch, seeks a Sales Assistant to support Wealth Management client relationships. You will assist with sales, service and execution, gather documentation, and ensure accuracy across processes and systems.

The role emphasizes customer focus, risk awareness, and proactive communication with client teams, with opportunities to grow within a supportive, in-office culture.

Qualifications

• Associates degree or equivalent required.
• 3+ years of relevant experience in sales/support.
• Experience in wealth management context preferred.

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

Accuracy and Detail

Customer Support Policies

Standards and Procedures

Decision Making

Effective Communications

Managing Multiple Priorities

Sales Support and Administration

Education

Associates

Job description

PNC Financial Services, based in Florida at the Palm Beach Gardens branch, seeks a Sales Assistant to support Wealth Management client relationships. You will assist with sales, service and execution, gather documentation, and ensure accuracy across processes and systems.

The role emphasizes customer focus, risk awareness, and proactive communication with client teams, with opportunities to grow within a supportive, in-office culture.