Sales Assistant - Pnc Investments jobs at Pnc in United States, Columbus
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7 jobs found
09.03.2025
PNC
PNC Sales Assistant - PNC Investments United States, Ohio, Columbus
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...
Develops, consults on and implements tax, estate and financial plans for clients, including those of the greatest complexity. Collaborates with other planning resources on specific subject matters of greatest complexity...
Manages and directs a team to achieve business results and customer experience goals. May have direct sales and client responsibilities. Oversees the execution of strategy. Leads and coordinates the daily...
Supervises the deployment of tools and resources and readiness materials, enabling the achievement of strategic initiatives and customer experience goals. Identifies performance issues and makes recommendations to management to close...
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...
Licensing requirements: FINRA Series 7, 66 (or 63,65). CFP Preferred.Supervises sales, service and execution support teams for new and ongoing client relationships and leads staff to achieve relevant key performance...
Performs diverse, tactical, and confidential administrative support functions for the Regional President to facilitate the efficient operation of all line of business activity within the region. Supports the execution of...
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...
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