Wealth Management Sales & Client Support

PNC Financial Services Group, Inc.; Pepper Pike (OH); On-site; USD 38,000 - 63,000; Full time

Job summary

PNC Financial Services Group, Inc. in Pepper Pike, OH is seeking a Sales Assistant within Wealth Management to support new and existing client relationships. You will gather documentation, perform processing, and ensure compliance while acting as a primary contact for clients and teams.

The role emphasizes accuracy, customer focus, and effective communication, with opportunities to generate reports and handle account updates in firm systems.

Qualifications

• Associates or equivalent degree required.
• FINRA Series 7 and 63 licenses required.
• Typically requires 3+ years experience.

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

Client service

Sales support

Documentation

Regulatory compliance

Financial services

Education

Associates degree

Tools

CRM software

MS Office

Job description

PNC Financial Services Group, Inc. in Pepper Pike, OH is seeking a Sales Assistant within Wealth Management to support new and existing client relationships. You will gather documentation, perform processing, and ensure compliance while acting as a primary contact for clients and teams.

The role emphasizes accuracy, customer focus, and effective communication, with opportunities to generate reports and handle account updates in firm systems.