Operations Specialist - Wealth Management

Operations Specialist - PNC Wealth Management

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.

Job Description

• Executes complex transactions/processes of moderate to high risk and financial value utilizing standard policies and procedures. May have specific responsibility for one or multiple specialized products or functional areas.
• Identifies and addresses exceptions. Serves as a point of escalation for complex transactions. Partners internally with service partners to route calls, documents or other action items to complete transactions. Interacts with external customers to complete transactions.
• Ensures the appropriate materials and documentation are available to complete transactions.
• Provides consultation and advice to internal and external customers. Reviews existing processes, recommends improvements and drives implementation. Serves as a subject matter resource for process improvement projects. Trains and onboards new hires.
• Reviews transactions and related documents to verify completeness, accuracy, conformance to established service levels and compliance with applicable policies and procedures. Participates in risk mitigation activities.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused – Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk – Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Preferred Skills

• Accountability
• Customer Solutions
• Ensure Compliance
• Personal Initiative
• Process Improvements
• Results-Oriented
• Risk Mitigation Strategies
• Standard Operating Procedure (SOP)

Competencies

• Accuracy and Attention to Detail
• Effective Communications
• Managing Multiple Priorities
• Operational Functions
• Problem Solving
• Process Management
• Products and Services
• Standard Operating Procedures

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)

Pay Transparency

• Base Salary: $37,000.00 – $63,500.00
• Note:
  
  Salaries may vary based on geographic location, market data and on individual skills, experience, and education.

Application Window

Generally, this opening is expected to be posted for two business days from 12/18/2025, although it may be longer with business discretion.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include 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. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 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…