As a Sales & Service Specialist Coordinator, you will be an essential part of an organization that provides high net worth individuals and business owners with specialized investment, asset management and estate planning services.
In this role, you will provide specialized administrative support for the team's day-to-day client service and sales efforts. You will work directly with the Wealth Management team's Investment Advisors. Your support, communication, and people skills will be highly valuable as you produce written correspondence; respond to telephone calls; and coordinate the efforts of other PNC professionals – all within a fast-paced office environment tailored to the service expectations of a sophisticated clientele. Your colleagues and external clients will depend on your responsiveness, tact, initiative and professionalism, as you apply your skills to helping meet and exceed customer needs.
The successful candidate will have the following qualifications:
6 years of administrative support experience, preferably in the areas of wealth management, investment or financial services industries
Strong organizational, analytical and communication (written & verbal) skills
Exceptional client service skills, with the ability to multi-task
Strong computer skills to include: Word, Excel and PowerPoint
Experience handling confidential information
PNC Bank - 13 months ago
For over 150 years, PNC has grown into one of America’s most respected banks, because we’re committed to helping customers and...