As a Sales & Service Specialist for PNC Wealth Management Advisors, you will be part of an organization that provides high net worth individuals and business owners with specialized investment, asset management and estate planning services. As a key member of a PNC Wealth Management Team, you will provide specialized clerical and administrative support for the team's day-to-day client service and sales efforts. .
This is a fast-paced office environment, tailored to the service expectations of a sophisticated clientele. Though there will be a predictable rhythm to each week, every day will be a little different, as you handle both routine and unexpected inquiries. You'll work with the resources of an established company, leading products, state-of-the-industry technology, and first-rate call center support. Your administrative support skills will be important, as you produce written correspondence, respond to telephone calls, and coordinate the efforts of other PNC professionals. 'People skills' will also be important, as well: Your colleagues and external clients will depend upon you for responsiveness, tact, and initiative in helping meet customer needs.
The successful candidate will have the following qualifications:
Generally requires 4 years in a financial /banking or investment industry. Sales and client service background preferred.
Administrative support experience-in the areas of wealth management, investment or financial services industries is preferred.
Excellent written and verbal communication skills is required.
Exceptional client service skills is required.
Strong computer skills to include: Word, Excel and PowerPoint skills.
Experience handling confidential information.
Ability to effectively multi-task is critical.
Strong organizational and analytical skills required.
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.