Operations Specialist Sr
About The Position
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 an Operations Specialist Sr within PNC's Asset Management Group Trade Support organization, you will be based in either Pittsburgh, PA or Cleveland, OH. Operations Specialist Sr daily duties will including processing trades, fulfilling market orders, looking at securities, reading swift messages, looking at financial futures as well as futures variations. There will be limited phone time, the day’s primarily work will be over email communication. Research is needed from time to time. Will send communications to terminate relationships with Investment Advisors.
Requirements
- 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.
- 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.
- Bachelors
- 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.
Nice To Haves
- TRADE SUPPORT EXPERIENCE IS PREFERRED.
- EXPERINCE WORKING WITH INVESTMENT MANAGERS IS IDEAL.
Responsibilities
- 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.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
