Sales Assistant - PNC Wealth Management
About The Position
Provides sales, service and execution support for new and ongoing client relationships. Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy. Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans. Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary. Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed. May perform general administrative support.
Requirements
- Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
- Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties.
- Typically requires 3+ years experience.
- In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
- Associates degree
- No Required Certification(s)
- No Required License(s)
Nice To Haves
- Business Decisions
- Client Counseling
- Client Relationship Building
- Competitive Advantages
- Customer Experience (CX)
- Personal Initiative
- Relationship Management
- Results-Oriented
Responsibilities
- Provides sales, service and execution support for new and ongoing client relationships.
- Gathers required documentation.
- Prepares, reviews and verifies documents and relevant information for accuracy.
- Performs common processing and ensures compliance with standard regulations and processes.
- May administer implementation plans.
- Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary.
- Initiates, updates and verifies client, account, or transaction details in relevant systems/applications.
- Provides reports as needed.
- May perform general administrative support.
Benefits
- medical/prescription drug coverage (with a Health Savings Account feature)
- dental and vision options
- employee and spouse/child life insurance
- short and long-term disability protection
- 401(k) with PNC match
- pension and stock purchase plans
- dependent care reimbursement account
- back-up child/elder care
- adoption, surrogacy, and doula reimbursement
- educational assistance, including select programs fully paid
- a robust wellness program with financial incentives
- maternity and/or parental leave
- up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- between 15 to 25 vacation days each year, depending on career level
- years of service
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
