Sales Assistant - PNC Wealth Management
About The Position
The Sales Assistant supports PNC Wealth Management by providing sales, service, and execution assistance for new and existing client relationships. The role gathers, prepares, reviews, and verifies documentation and related information for accuracy; performs routine processing in accordance with standard regulations and procedures; and may administer implementation plans. The Sales Assistant serves as a point of contact for clients, client teams, or service partners, escalating implementation and servicing issues as needed. The role also updates and verifies client, account, and transaction information in relevant systems, prepares reports as needed, and may provide general administrative support. This is an in-office position based in Ridgewood, New Jersey. PNC emphasizes customer-focused decision-making and effective risk management in accordance with its Enterprise Risk Management Framework. PNC does not provide employment visa sponsorship or participate in STEM OPT for this position.
Requirements
- Typically requires an associate degree or equivalent and related experience or product knowledge.
- Typically requires 3 or more years of experience.
- In lieu of a degree, a comparable combination of education, job-specific certifications, and experience, including military service, may be considered.
- Demonstrate appropriate knowledge, skills, and abilities for the role.
- No required certifications or licenses.
Nice To Haves
- Preferred skills include business decision-making, client counseling, client relationship building, competitive advantages, customer experience, personal initiative, relationship management, and being results-oriented.
- Relevant competencies include accuracy and attention to detail, customer support policies and procedures, decision-making and critical thinking, effective communication, flexibility and adaptability, managing multiple priorities, problem management, products and services, and sales support and administration.
Responsibilities
- Provide sales, service, and execution support for new and ongoing client relationships.
- Gather required documentation and prepare, review, and verify documents and related information for accuracy.
- Perform common processing in compliance with standard regulations and processes; may administer implementation plans.
- Serve as a point of contact for clients, client teams, or service partners and escalate implementation and servicing issues as necessary.
- Initiate, update, and verify client, account, or transaction details in relevant systems and applications; provide reports as needed.
- May perform general administrative support.
- Focus on customer needs and satisfaction when supporting business decisions and developing customer solutions.
- Assess and manage risks associated with business objectives and activities in support of PNC's Enterprise Risk Management Framework.
Benefits
- Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
- 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 and elder care.
- Adoption, surrogacy, and doula reimbursement.
- Educational assistance, including select fully paid programs.
- Wellness program with financial incentives.
- Maternity and/or parental leave, depending on eligibility.
- Up to 11 paid holidays each year, depending on eligibility.
- 9 occasional absence days each year, unless otherwise required by law.
- 15 to 25 vacation days each year, depending on career level and years of service.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
