Wealth Management Sales & Service Associate

Fairygodboss; Cleveland (OH); On-site; USD 38,000 - 63,000; Full time

Benefits offered by this job

Medical coverage

Dental & Vision

Life insurance

Disability protection

401(k) with match

Educational assistance

Wellness program

Paid time off

Job summary

PNC Wealth Management is seeking a Sales Assistant based in Cleveland, OH. This in‑office role supports client relationships through sales, service and execution, and collaborates with client teams to ensure smooth onboarding and servicing.

The position emphasizes accuracy, compliance and strong communication; candidates typically hold an Associates degree with 3+ years of experience. Base salary ranges from $37,500 to $62,500, with comprehensive benefits.

Qualifications

• Associates degree or equivalent with related experience or product knowledge.
• Typically requires 3+ years experience.
• In lieu of a degree, a combination of education, certifications, and experience may be considered.

Responsibilities

• Provides sales, service and execution support for new and ongoing client relationships.
• Gathers required documentation and prepares/verifies information for accuracy.
• Performs processing and ensures compliance with regulations and processes.
• Acts as a point of contact for clients and escalates issues as needed.
• Initiates and verifies client, account or transaction details; provides reports.
• May perform general administrative support.

Skills

Client Counseling

Client Relationship Building

Relationship Management

Customer Experience

Results-Oriented

Personal Initiative

Business Decisions

Competitive Advantages

Education

Associates

Job description

PNC Wealth Management is seeking a Sales Assistant based in Cleveland, OH. This in‑office role supports client relationships through sales, service and execution, and collaborates with client teams to ensure smooth onboarding and servicing.

The position emphasizes accuracy, compliance and strong communication; candidates typically hold an Associates degree with 3+ years of experience. Base salary ranges from $37,500 to $62,500, with comprehensive benefits.