Operations Specialist

Position Overview At PNC, we believe that our employees are our most significant asset and key to our competitive advantage in the markets we serve. Our collective goal is to deliver the best possible experience for our customers. Within AMG Operations, we strive to encourage innovative approaches that enhance our ability to provide “best in class” service. As an Operations Specialist in the Fee Group of AMG Operations Revenue and Financial Services, you will be based in Cleveland, Ohio. Position Responsibilities This role is part of the Fee Unit, which is tasked with calculating and processing fees for services provided by the Asset Management Group to both Institutional and Wealth Management Clients. These fees represent a substantial portion of AMG’s annual revenue. The team also determines fees owed to co-trustees for relevant accounts. The primary responsibilities include setting up new accounts, applying fee schedules, establishing fee cycles, effective dates, fee schedule rates, and ranges, and ensuring accounts are properly configured for accurate calculation of Market Value, Income, and Transaction-based fees. Additionally, the team maintains existing accounts as directed by the Line of Business and updates coding across multiple systems. Team members perform fee calculations and prorations using Microsoft Excel and/or Revport, close accounts, document activities in Microsoft OneNote, and post fees in the system. Each member is responsible for verifying the accuracy of processing and calculations performed by colleagues and addressing fee-related inquiries via email or phone with the Line of Business. As experience is gained, team members may also be requested to perform training during the onboarding of new team members. Ideal Candidate The ideal candidate should possess a keen attention to detail, critical thinking and analytical abilities, intermediate to advanced Excel skills (including formulas, queries, v-lookups, index matches, and tables), strong problem solving capabilities, the ability to multitask and reprioritize as needed, organizational skills to meet deadlines, effective communication skills, and comfort interacting with individuals across various departments and organizational levels. Previous experience in fund accounting, sub-accounting, securities, or trust is preferred but not mandatory. 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. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. 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 Education Bachelors Certifications No Required Certification(s) Licenses No Required License(s) Language Assessments No Required or Preferred Language Assessments Pay Transparency Base Salary: $41,250.00 – $68,750.00 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 08/27/2026, 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; 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 View email address on click.appcast.io. 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 View phone number on click.appcast.io 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. 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. #J-18808-Ljbffr PNC Financial Services Group