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Operations Specialist Senior - PNC Wealth Management

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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 hirify.global Plaza

Company

hirify.global 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.
  • hirify.global does not provide employment visa sponsorship or participate in STEM OPT for this position.

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