Sales Assistant - PNC Wealth Management

The Sales Assistant will provide sales, service, and execution support for new and ongoing client relationships, gather required documentation, and perform common processing and compliance tasks. The role will also involve acting as a point of contact for clients, client teams, or service partners and escalating client implementation and servicing issues as necessary.

Requirements

• Gather required documentation
• Prepare, review, and verify documents and relevant information for accuracy
• Perform common processing and ensures compliance with standard regulations and processes
• 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/applications
• Provide reports as needed

Benefits

• Medical/prescription drug coverage with 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
• Wellness program with financial incentives
• Paid time off (maternity and/or parental leave, 11 paid holidays, 9 occasional absence days, 15-25 vacation days)
• Health Savings Account