Senior Operations Specialist, Wealth Management

PNC Financial Services Group, Inc.; Pennsylvania; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision insurance

Life insurance

Disability protection

401(k) with company match

Educational assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. is seeking an Operations Specialist Senior within PNC Wealth Management to execute complex transactions and support high value processes in an in-office role based in Pittsburgh, PA.

You will partner with service teams, review documentation for accuracy, train new hires, and contribute to process improvements while adhering to risk management and compliance standards. This role emphasizes customer-focused service, operational excellence, and collaboration

Qualifications

• Bachelor's degree required; 0–1 year professional experience preferred.
• Strong attention to detail and accuracy.
• Ability to train and onboard new hires.

Responsibilities

• Execute complex transactions/processes of moderate to high risk and financial value.
• Serve as escalation point for complex transactions and provide guidance to internal/external customers.
• Identify process improvements and drive implementation; review transactions/documents for completeness and compliance.
• Train and onboard new hires; support risk mitigation activities.

Skills

Accountability

Customer Solutions

Ensure Compliance

Personal Initiative

Process Improvements

Results-Oriented

Risk Mitigation Strategies

SOP

Education

Bachelors

Job description

PNC Financial Services Group, Inc. is seeking an Operations Specialist Senior within PNC Wealth Management to execute complex transactions and support high value processes in an in-office role based in Pittsburgh, PA.

You will partner with service teams, review documentation for accuracy, train new hires, and contribute to process improvements while adhering to risk management and compliance standards. This role emphasizes customer-focused service, operational excellence, and collaboration