Sales Assistant

PNC

Sales Assistant in PNC Wealth Management providing support for client relationships. Responsibilities include document verification, compliance, and administrative tasks.

Posted 6/18/2026full-timeJacksonville • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Provides sales, service and execution support for new and ongoing client relationships.
Gathers required documentation.
Prepares, reviews and verifies documents and relevant information for accuracy.
Performs common processing and ensures compliance with standard regulations and processes.
May administer implementation plans.
Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary.
Initiates, updates and verifies client, account, or transaction details in relevant systems/applications.
Provides reports as needed.
May perform general administrative support.

Requirements

What you’ll need

3+ years experience
Associates or equivalent degree
Business Decisions
Client Counseling
Client Relationship Building
Competitive Advantages
Customer Experience (CX)
Personal Initiative
Relationship Management
Results-Oriented

Benefits

Comp & perks

medical/prescription drug coverage (with a 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, including select programs fully paid
a robust wellness program with financial incentives
maternity and/or parental leave
up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
between 15 to 25 vacation days each year, depending on career level; and years of service

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Client CounselingClient Relationship BuildingRelationship ManagementCustomer Experience (CX)Personal InitiativeResults-Oriented

Certifications

Associates degree