Senior Operations Analyst - Wealth Management

PNC; Cleveland (OH); On-site; USD 38,000 - 63,000; Full time

Job summary

PNC Wealth Management seeks an Operations Analyst Senior to join our Cleveland, OH team. Based in-office, you will execute transactions, resolve exceptions, and partner with service teams to ensure accurate processing and compliant workflows.

The role emphasizes process improvement, risk mitigation, and customer-focused solutions. Candidates typically have 3+ years of experience and an Associates degree; no certifications or licenses are required.

Qualifications

• Associates degree or equivalent required.
• Typically 3+ years experience in operations or wealth management.
• No required certifications or licenses.

Responsibilities

• Executes routine and complex transactions/processes of varying risk and financial value utilizing standard policies and procedures.
• Identifies and addresses exceptions; may escalate complex transactions and collaborate with service partners.
• Provides consultation and advice to internal and external customers; supports process improvements and training.

Skills

Accountability

Customer Solutions

Ensure Compliance

Personal Initiative

Process Improvements

Results-Oriented

Risk Mitigation Strategies

Standard Operating Procedure

Education

Associates

Job description

PNC Wealth Management seeks an Operations Analyst Senior to join our Cleveland, OH team. Based in-office, you will execute transactions, resolve exceptions, and partner with service teams to ensure accurate processing and compliant workflows.

The role emphasizes process improvement, risk mitigation, and customer-focused solutions. Candidates typically have 3+ years of experience and an Associates degree; no certifications or licenses are required.