Wealth Management Sales Support Specialist

PNC Financial Services Group; San Antonio (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

PNC Financial Services Group in San Antonio, TX is seeking a Sales Assistant within Wealth Management to support client relationships and delivery of services in an in-office role. You will gather documents, verify information and coordinate with client teams and service partners.

The ideal candidate has 3+ years of experience, strong customer focus and thorough knowledge of processes to ensure accurate compliance and timely client service.

Qualifications

• Associates degree or equivalent required.
• Typically requires 3+ years of experience.

Responsibilities

• Provides sales, service and execution support for client relationships.
• Gathers required documentation and verifies information for accuracy.
• Performs processing and ensures compliance with standard regulations and processes.
• Acts as a point of contact for clients, client teams or service partners and escalates issues.
• Initiates, updates and verifies client/account details in relevant systems/applications; provides reports as needed.
• May perform general administrative support.

Skills

Business Decisions

Client Counseling

Client Relationship Building

Competitive Advantages

Customer Experience (CX)

Personal Initiative

Relationship Management

Results-Oriented

Education

Associates

Job description

PNC Financial Services Group in San Antonio, TX is seeking a Sales Assistant within Wealth Management to support client relationships and delivery of services in an in-office role. You will gather documents, verify information and coordinate with client teams and service partners.

The ideal candidate has 3+ years of experience, strong customer focus and thorough knowledge of processes to ensure accurate compliance and timely client service.