Wealth Management Sales & Client Support

PNC; Pittsburgh (Allegheny County); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health coverage

Life insurance

Disability protection

401(k) with company match

Paid holidays

Job summary

PNC Wealth Management is seeking a Sales Assistant to support client relationships and drive service delivery in an in-office environment across multiple locations. The role emphasizes accurate documentation, processing, and proactive client communication to ensure a seamless onboarding and servicing experience.

You will collaborate with client teams, escalate issues when needed, and contribute to a culture focused on customer success, risk management, and operational excellence within a leading

Qualifications

• Requires Associates or equivalent degree and related experience to accomplish primary duties.
• Typically 3+ years experience; in lieu of a degree, a combination of education, certifications and experience may be considered.
• No required certifications or licenses.

Responsibilities

• Provides sales, service and execution support for new and ongoing client relationships.
• Gathers required documentation and verifies information for accuracy.
• Performs processing and ensures compliance with standard regulations and processes.

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 is seeking a Sales Assistant to support client relationships and drive service delivery in an in-office environment across multiple locations. The role emphasizes accurate documentation, processing, and proactive client communication to ensure a seamless onboarding and servicing experience.

You will collaborate with client teams, escalate issues when needed, and contribute to a culture focused on customer success, risk management, and operational excellence within a leading