Sales Assistant - PNC Wealth Management

PNC•Pepper Pike, OH

11d•$37,500 - $62,500•Onsite

About The Position

The Sales Assistant supports new and ongoing client relationships within PNC Wealth Management by providing sales, service, and execution assistance. The role gathers, prepares, reviews, and verifies documentation and related information for accuracy; handles common processing in accordance with standard regulations and processes; and may administer implementation plans. The Sales Assistant serves as a point of contact for clients, client teams, or service partners, escalates implementation and servicing issues when needed, and initiates, updates, and verifies client, account, or transaction details in relevant systems. The role may also provide reports and general administrative support. This position is based in Pepper Pike, Ohio. PNC describes itself as an in-office company and encourages applicants to discuss workplace expectations with their recruiter and hiring manager. Employment visa sponsorship and STEM OPT participation are not available for this position. The position calls for customer focus and effective risk management in alignment with PNC's Enterprise Risk Management Framework. It typically requires an associate degree or equivalent and related experience or product knowledge; typically, candidates have at least three years of experience. A comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree. FINRA Series 7 and 63 licenses are required.

Requirements

Typically requires an associate degree or equivalent, along with related experience or product knowledge; a comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree.
Typically requires 3 or more years of experience.
FINRA Series 7 and Series 63 licenses are required.
Demonstrate accuracy and attention to detail, effective communication, critical thinking, flexibility, adaptability, and ability to manage multiple priorities.
Demonstrate knowledge of customer support policies, standards and procedures; problem management; products and services; and sales support and administration.

Nice To Haves

Skills in business decisions, client counseling, client relationship building, competitive advantages, customer experience, personal initiative, relationship management, and results orientation.

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.
Act 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 and may perform general administrative support.
Focus on customer needs and satisfaction when making business decisions and developing customized 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, subject to eligibility.
Up to 11 paid holidays each year, subject to eligibility.
Nine occasional absence days each year, unless otherwise required by law, subject to eligibility.
15 to 25 vacation days each year depending on career level and years of service, subject to eligibility.