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
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