Senior Wealth Operations Analyst — Process & Risk Leader

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

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability protection

401(k) match

Stock purchase plan

Education assistance

Job summary

PNC Financial Services Group, Inc. in Cleveland, OH is seeking an Operations Analyst Senior in Wealth Management. The role executes routine and complex transactions, applies policies and collaborates with internal service partners to ensure timely processing and compliance.

You will help review processes, support training, and contribute to risk mitigation. The ideal candidate has an Associates degree and 3+ years of experience, with a focus on accuracy, customer service, and efficient handling

Qualifications

• Associates degree required or equivalent.
• 3+ years experience in operations or processing roles.
• Experience with financial transactions preferred.

Responsibilities

• Execute routine and complex financial transactions per policy.
• Identify and address exceptions and escalate complex cases.
• Collaborate with internal service partners to process documents.
• Review transactions for accuracy and compliance with procedures.
• Support training and onboarding of new hires.

Skills

Accountability

Customer Solutions

Ensure Compliance

Personal Initiative

Process Improvements

Results-Oriented

Risk Mitigation

SOP

Education

Associates

Job description

PNC Financial Services Group, Inc. in Cleveland, OH is seeking an Operations Analyst Senior in Wealth Management. The role executes routine and complex transactions, applies policies and collaborates with internal service partners to ensure timely processing and compliance.

You will help review processes, support training, and contribute to risk mitigation. The ideal candidate has an Associates degree and 3+ years of experience, with a focus on accuracy, customer service, and efficient handling