Sales Assistant - PNC Wealth Management

PNC•Hanover, PA

4d•Onsite

About The Position

The Sales Assistant supports new and ongoing client relationships within PNC Wealth Management by providing sales, service, and execution support. The position is based in Hanover, Pennsylvania, and is in-office. Responsibilities include collecting and verifying documentation, completing common processing in compliance with regulations and procedures, and potentially administering implementation plans. The Sales Assistant serves as a contact for clients, client teams, or service partners; escalates implementation and servicing issues when needed; maintains client, account, and transaction information in relevant systems; provides reports; and may perform general administrative support. Employees are expected to focus on customer needs and manage risks in accordance with PNC’s Enterprise Risk Management Framework. FINRA Series 7 and 63 licenses are required. 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; a comparable combination of education, job-specific certifications, 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, customer support, decision-making and critical thinking, effective communication, adaptability, prioritization, problem management, product and service knowledge, and sales support and administration skills.

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 client implementation and servicing issues as necessary.
Initiate, update, and verify client, account, or transaction details in relevant systems or applications.
Provide reports as needed.
May perform general administrative support.
Focus on customer needs and satisfaction when making business decisions and creating 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, subject to eligibility.
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, subject to eligibility.