Portfolio Administrator

PNC Financial Services Group, Inc.

Cleveland (OH)

Presencial

USD 53.000 - 88.000

Jornada completa

14 días+
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Ventajas ofrecidas por este puesto de trabajo

Medical/dental/vision coverage
401(k) with company match
Pension plan
Stock purchase plan
Paid time off (vacation/holidays)

Descripción de la vacante

PNC Financial Services Group, Inc. in Cleveland, OH seeks a Portfolio Administrator to support Private Bank account administration for investment management and non-trust accounts.

You will ensure compliance with governing documents and policies while handling routine issues and leveraging PNC systems for a low to moderate complexity portfolio. Strong attention to detail and effective communication are essential as you collaborate with internal partners and maintain fiduciary responsibilities in

Formación

  • Roles at this level typically require a university/college degree with < 1 year of professional experience and/or successful completion of a formal development program.

Responsabilidades

  • Responsible for proper and consistent execution of account administration of PNC Private Bank Investment Management, IRA, and other Non-Trust Accounts in compliance with regulations, policies and procedures.
  • Completes administrative account reviews and activities and resolves routine issues with minimal complexity.
  • Collaborates with internal partners to solve problems and escalates anticipated or known account issues and concerns.

Conocimientos

Account Management
Attention to detail
Effective communications
Fiduciary responsibilities
Problem solving

Educación

Bachelor’s degree

Descripción del empleo

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Portfolio Administrator within PNC's Private Banking organization, you will be based in Cleveland, Ohio. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

Responsible for the proper and consistent execution of account administration of PNC Private Bank Investment Management, IRA, and other Non-Trust Accounts in compliance with legal and fiduciary regulations, policies and procedures. Performs the administration of assigned accounts in accordance with governing documents, state law, and AMG policy and procedure. Completes administrative account reviews and activities and resolves routine issues with minimal complexity. Utilizes the full breadth of the PNC Private Bank systems to support the investment management of a limited portfolio of accounts with relatively low complexity and fiduciary risk. Depending on business segment, may also engage in investment support and administrative activities for the investment management business. Collaborates with internal partners to solve problems, and escalates anticipated or known account / client issues and concerns.

Qualifications
Competencies
  • Account Management
  • Accuracy and Attention to Detail
  • Effective Communications
  • Fiduciary Responsibilities
  • Problem Solving
Work Experience

Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required or Preferred Language Assessments

Pay Transparency

Base Salary: $52,500.00 – $87,500.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 09/21/2026, although it may be longer with business discretion.

Benefits
  • medical/prescription drug coverage (with a Health Savings Account feature)
  • dental and vision options
  • employee and spouse/child life insurance
  • short and long-term disability protection
  • 401(k) with PNC match
  • pension and stock purchase plans
  • dependent care reimbursement account
  • back-up child/elder care
  • adoption, surrogacy, and doula reimbursement
  • educational assistance, including select programs fully paid
  • a robust wellness program with financial incentives
  • maternity and/or parental leave
  • up to 11 paid holidays each year
  • 9 occasional absence days each year, unless otherwise required by law
  • between 15 to 25 vacation days each year, depending on career level
  • and years of service

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include 'accommodation request' in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say 'Workday' for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

About PNC

For nearly 160 years, PNC has strived to make a meaningful impact for our employees, customers, communities, and shareholders. We believe our success and positive reputation are built on open and honest dialogue, an unwavering focus on smart risk management, relationship-based customer service and community investments. Our inclusive workplace allows our employees to be heard, valued, and developed to do their best work. Being a great place to work means we are making a lasting difference for everyone we serve. Check out the top reasons to join PNC. PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our Total Rewards page.

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