Sales Assistant - PNC Wealth Management
On-siteLouisville, Kentucky, United States
Job Summary
Provide sales, service, and execution support for new and ongoing client relationships by gathering required documentation, preparing and verifying documents for accuracy, and performing common processing while ensuring compliance with standard regulations. Act as a point of contact for clients or service partners to escalate implementation and servicing issues as necessary, initiating and updating client, account, or transaction details in relevant systems. Deliver customized customer solutions by leveraging knowledge of values and practices that align with customer needs, while assessing and managing risks associated with business objectives to adhere to the Enterprise Risk Management Framework. Requires an associate's degree or equivalent experience, typically 3+ years, with no sponsorship available.
Required Qualifications
- Associates or equivalent degree
- 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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