Wealth Management Sales & Client Support Assistant

PNC; Arizona; Presencial; USD 42.000 - 65.000; Jornada completa

Descripción de la vacante

PNC Wealth Management is seeking a Sales Assistant to support client relationships and processing. You will gather documentation, verify information, and assist with client onboarding and servicing in a fast-paced environment.

The role emphasizes customer focus, risk awareness, and adherence to procedures while coordinating with client teams and service partners to resolve issues and ensure accurate data in systems.

Formación

• Associates degree required.
• 3+ years of related experience in wealth management or client servicing.
• In lieu of a degree, a comparable combination of education and experience may be considered.

Educación

Associates

Descripción del empleo

PNC Wealth Management is seeking a Sales Assistant to support client relationships and processing. You will gather documentation, verify information, and assist with client onboarding and servicing in a fast-paced environment.

The role emphasizes customer focus, risk awareness, and adherence to procedures while coordinating with client teams and service partners to resolve issues and ensure accurate data in systems.