Sales Assistant

2 weeks ago


Riverside, California, United States PNC Full time
Job Description

PNC is seeking a highly skilled and detail-oriented Sales Assistant to join our Investment division in Canyon Crest, CA. As a Sales Assistant, you will provide critical support to our Financial Advisors, ensuring seamless client relationships and exceptional service.

Key Responsibilities:
  • Provide sales, service, and execution support for new and ongoing client relationships.
  • Gather required documentation, prepare, review, and verify documents and relevant information for accuracy.
  • Perform common processing and ensure compliance with standard regulations and processes.
  • Act as a point of contact for clients, client teams, or service partners and may act as an escalation point for client implementation and servicing issues.
  • Initiate, update, and verify client, account, or transaction details in relevant systems/applications.
  • Provide reports as needed.
Requirements:
  • Associates degree or equivalent experience.
  • 3+ years of experience in a related field.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment.
  • Knowledge of financial services and regulations.
What We Offer:
  • Competitive salary range: $44.00 - $90.00.
  • Comprehensive benefits package, including medical, dental, and vision coverage.
  • 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.


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