Wealth Management Sales & Client Support

Fairygodboss; Denver (CO); On-site; USD 41,000 - 69,000; Full time

Benefits offered by this job

Medical coverage

401(k) with company match

Paid time off

Job summary

PNC Wealth Management seeks a Sales Assistant based in Denver, CO to support client relationships and onboarding processes. You will gather documentation, verify accuracy, and ensure compliance with standard regulations while coordinating with client teams and service partners.

The role emphasizes attention to detail and strong customer service. Ideal candidates have 3+ years of experience, associates-level education, and a focus on building relationships, accuracy, and professional

Qualifications

• Successful candidates must demonstrate knowledge, skills, and abilities for the role.
• Experience in sales support, client servicing, and documentation is preferred.
• Ability to follow standard regulations and processes with accuracy.

Responsibilities

• Provides sales, service and execution support for client relationships.
• Gathers required documentation and verifies information for accuracy.
• Performs processing and ensures regulatory compliance.
• Acts as a point of contact for clients and teams, escalating issues as needed.
• Initiates and updates client, account or transaction details in systems.
• 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 seeks a Sales Assistant based in Denver, CO to support client relationships and onboarding processes. You will gather documentation, verify accuracy, and ensure compliance with standard regulations while coordinating with client teams and service partners.

The role emphasizes attention to detail and strong customer service. Ideal candidates have 3+ years of experience, associates-level education, and a focus on building relationships, accuracy, and professional