Sales Assistant - PNC Wealth Management
On-sitePittsburgh, Pennsylvania, United States
Job Summary
Provide sales, service, and execution support for new and ongoing client relationships by gathering required documentation and preparing, reviewing, and verifying documents for accuracy. Perform common processing to ensure compliance with standard regulations while acting as a point of contact for clients, client teams, or service partners to escalate implementation and servicing issues. Initiate, update, and verify client, account, or transaction details in relevant systems and provide reports as needed, while performing general administrative support. This role requires an Associate's degree and 3+ years of experience, based in Pittsburgh, PA, with no visa sponsorship available.
Required Qualifications
- Appropriate knowledge, skills, and abilities for a role
- Associates or equivalent degree
- Related experience or product knowledge to accomplish primary duties
- 3+ years experience
- Comparable combination of education, job specific certification(s), and experience (including military service) in lieu of a degree
Desired Qualifications
- Business Decisions
- Client Counseling
- Client Relationship Building
- Competitive Advantages
- Customer Experience (CX)
- Personal Initiative
- Relationship Management
- Results-Oriented
- Accuracy and Attention to Detail
- Customer Support Policies
- Standards and Procedures
- Decision Making and Critical Thinking
- Effective Communications
- Flexibility and Adaptability
- Managing Multiple Priorities
- Problem Management Process
- Products and Services
- Sales Support and Administration
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