Sales Support Specialist

4 weeks ago


Cleveland, Ohio, United States PNC Full time
Job Description

At PNC, we are seeking a highly skilled and dedicated individual to join our team as a Client Solution Specialist Sr. This role is a key part of our Private Bank organization, and we are looking for someone who is passionate about delivering exceptional customer experiences.

Key Responsibilities
  • Cross-Discipline Sales Support: Provide administrative support to our Wealth Management advisor team, enabling them to focus on building strong relationships with clients.
  • New Client Onboarding: Assist with the onboarding process for new clients, ensuring a seamless and efficient experience.
  • Administrative Support: Perform various administrative tasks, including data entry, document preparation, and record-keeping.
  • Risk Management: Collaborate with our risk management team to ensure compliance with regulatory requirements and internal policies.
Requirements

To be successful in this role, you will need:

  • Strong Communication Skills: Excellent written and verbal communication skills, with the ability to effectively interact with clients, colleagues, and management.
  • Attention to Detail: High level of accuracy and attention to detail, with the ability to maintain confidentiality and handle sensitive information.
  • Organizational Skills: Strong organizational skills, with the ability to prioritize tasks, manage multiple projects, and meet deadlines.
  • Technical Skills: Proficiency in Microsoft Office, with experience in data entry, document preparation, and record-keeping.
What We Offer

PNC offers a comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) plan, pension, and stock purchase plan. We also offer a range of paid time off options, including vacation days, holidays, and sick leave.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are passionate about delivering exceptional customer experiences and have the skills and qualifications we are looking for, we encourage you to apply for this exciting opportunity.



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