обновлено 5 дней назад
Operations Specialist Senior - PNC Wealth Management
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Operations Specialist Senior - PNC Wealth Management (Operations/Financial Services): Executing and reviewing complex wealth-management transactions, resolving exceptions, and supporting customers with an accent on accuracy, compliance, risk mitigation, and process improvement. Focus on escalating high-risk transactions, coordinating documentation and internal service partners, improving procedures, and training new hires.
Location: In-office in Pittsburgh, Pennsylvania, at the Tower at Plaza
Company
is a financial services company focused on serving customers through banking and wealth management services.
What you will do
- Execute complex transactions and processes involving moderate to high risk and financial value.
- Identify exceptions and serve as an escalation point for complex transactions.
- Coordinate with internal service partners and external customers to complete transactions.
- Verify documentation, transaction accuracy, service-level compliance, and adherence to policies.
- Recommend and implement process improvements, support risk mitigation, and provide subject-matter guidance.
- Train and onboard new hires.
Requirements
- Bachelor’s degree or a comparable combination of education, job-specific certification, and experience.
- Roles at this level typically require less than one year of professional experience or completion of a formal development program.
- Strong accuracy, attention to detail, communication, problem-solving, and prioritization skills.
- Knowledge of operational functions, process management, products and services, and standard operating procedures.
- Ability to manage risk, ensure compliance, and apply customer-focused solutions.
Culture & Benefits
- Full-time, in-office employment with an inclusive and supportive workplace culture.
- Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
- Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
- Paid holidays, vacation days, parental leave, and other paid-time-off programs.
- Educational assistance, wellness programs, dependent-care support, and family-related reimbursements.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
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