Wealth Management Sales & Service Associate

PNC; Scottsdale (AZ); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance

Paid time off

Job summary

PNC Wealth Management seeks a Sales Assistant to support client relationships with sales and service execution. The role involves gathering documentation, preparing and verifying information, and ensuring compliance with standard processes.

Candidate will serve as a point of contact for clients and teams, escalate issues when needed, and help maintain accurate client and account details in relevant systems. This is an in-office position across multiple locations.

Qualifications

• Typically requires an Associates degree or equivalent and related experience.
• Includes gathering documentation, processing transactions and supporting client relationships.

Responsibilities

• Provides sales, service and execution support for new and ongoing client relationships.
• Gathers required documentation and verifies information for accuracy.
• Performs processing tasks and ensures compliance with regulations and processes.
• Acts as a point of contact for clients and escalates issues as needed.
• Initiates and updates client account details in systems and generates reports.

Skills

Client Relationship Building

Sales Support

Documentation & Compliance

Client Servicing

Communication

Problem Solving

Education

Associates Degree or equivalent

Job description

PNC Wealth Management seeks a Sales Assistant to support client relationships with sales and service execution. The role involves gathering documentation, preparing and verifying information, and ensuring compliance with standard processes.

Candidate will serve as a point of contact for clients and teams, escalate issues when needed, and help maintain accurate client and account details in relevant systems. This is an in-office position across multiple locations.