Senior Operations Analyst, Wealth Management

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

Benefits offered by this job

Health benefits

401(k) match

Pension plan

Job summary

PNC Financial Services Group is seeking an Operations Analyst Sr within Wealth Management, based in Cleveland, OH or Pittsburgh, PA. This in-office role emphasizes processing a range of transactions with accuracy, risk management, and solid customer service.

You will collaborate with internal partners, provide guidance to teams, and may assist in training and onboarding. The position includes comprehensive benefits and a commitment to an inclusive workplace.

Qualifications

• Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties.
• Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Responsibilities

• Executes routine and complex transactions/processes of varying risk and financial value utilizing standard policies and procedures.
• Identifies and addresses exceptions. May serve as a point of escalation for complex transactions. Partners internally with service partners to route calls, documents or other action items to complete transactions.
• May interact with external customers to complete transactions.
• Provides consultation and advice to internal and external customers. May review existing processes and recommend improvements and may assist with implementation.
• Participates in and may serve as a subject matter resource for process improvement projects.
• May assist in training and onboarding of new hires.
• May review transactions and related documents to verify completeness, accuracy and conformance to established service levels and compliance with applicable policies and procedures.

Skills

Accountability

Customer Solutions

Ensure Compliance

Personal Initiative

Process Improvements

Results-Oriented

Risk Mitigation Strategies

SOP

Education

Associates

Job description

PNC Financial Services Group is seeking an Operations Analyst Sr within Wealth Management, based in Cleveland, OH or Pittsburgh, PA. This in-office role emphasizes processing a range of transactions with accuracy, risk management, and solid customer service.

You will collaborate with internal partners, provide guidance to teams, and may assist in training and onboarding. The position includes comprehensive benefits and a commitment to an inclusive workplace.