Onsite Sales Assistant

Posted 22 hours ago

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About the role

  • Sales Assistant providing execution support for client relationships within PNC's Wealth Management. Responsible for ensuring compliance and accuracy in documentation and communication.

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
  • Acts as a point of contact for clients, client teams or service partners
  • Initiates, updates and verifies client, account, or transaction details in relevant systems/applications
  • Provides reports as needed
  • May perform general administrative support

Requirements

  • 3+ years experience
  • Associates or equivalent degree
  • Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions
  • Ability to assess and effectively manage all of the risks associated with business objectives and activities

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; and years of service

Job title

Sales Assistant

Job type

Experience level

Mid levelSenior

Salary

$30,992 - $66,300 per year

Degree requirement

Associate's Degree

Location requirements

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