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. 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. Executes complex transactions/processes of moderate to high risk and financial value utilizing standard policies and procedures. 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 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 less than 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: Bachelor’s degree. Certifications: None required. Licenses: None required. 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. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Benefits include medical, prescription drug, dental, vision, life insurance, short‑term and long‑term disability protection, 401(k) with match, pension and stock purchase plans, dependent care reimbursement, backup child/elder care, adoption, surrogacy and doula reimbursement, educational assistance, wellness programs, paid time off (including maternity/parental leave, holidays, vacation and occasional absence days), and more. 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 and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 and/or the Financial Industry Regulatory Authority, which prohibit the hiring of individuals with certain criminal history. 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. Include “accommodation request” in the subject line, your name, the job ID, and your preferred method of contact. 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 and provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. California Resident Notice 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. #J-18808-Ljbffr