Brokerage Operations Associate

Operations Specialist (Financial Services)

Location:

Hybrid Work Environment

Schedule:

In Office Monday, Tuesday, and 1st & 3rd Friday

Employment Type:

Contract-to-Hire (6 Months)

Pay:
Starting at $20.00/hour

About the Role

We are seeking a detail-oriented Operations Specialist to support a fast-paced financial services operations team. This role focuses on operational and administrative processing activities related to investment and financial transactions. The ideal candidate is a quick learner, critical thinker, and technology-savvy professional who thrives in a dynamic environment and enjoys solving problems.

This opportunity is ideal for candidates with experience in banking, wealth management, brokerage operations, securities, retirement services, annuities, or other financial services environments.

Key Responsibilities

• Process daily operational activities, including account maintenance, asset movements, account transfers, and new account setups.

• Complete routine and complex transactions accurately, efficiently, and within established deadlines.

• Research, identify, and resolve operational issues while ensuring exceptional attention to detail.

• Follow established procedures, service level agreements, and quality standards.

• Utilize Salesforce and other internal systems to manage workflows and support operational processes.

• Perform data entry, research, and administrative support functions.

• Learn and support various financial products, software applications, and operational procedures.

• Maintain compliance with company policies, regulatory requirements, and operational controls.

• Collaborate with team members to ensure productivity, accuracy, and excellent service delivery.

Required Qualifications

• Strong critical thinking and problem-solving abilities.

• Ability to learn new systems and processes quickly with minimal supervision.

• Experience using Salesforce, Microsoft Office, or similar business applications.

• Strong attention to detail and accuracy.

• Excellent organizational and time-management skills.

• Dependable attendance and proven reliability.

• Strong professional communication skills and ability to build positive working relationships.

• Ability to work independently in a fast-paced environment.

Preferred Qualifications

• Previous experience in:

• Banking

• Wealth Management

• Securities or Brokerage Operations

• Investment Services

• Annuities

• Retirement Services

• Financial Services Operations

• Operations, administrative processing, or transaction-processing experience.

Work Environment

• Hybrid schedule with designated in-office days.

• Dedicated workstation provided.

• Collaborative and team-focused operational environment.

• Opportunity to gain experience supporting a variety of financial products and services.

Experience Level

Entry Level

Job Type & Location

This is a Contract to Hire position based out of Coppell, TX.

Pay and Benefits

The pay range for this position is $20.00 - $20.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

Job Type & Location

This is a Contract to Hire position based out of Coppell, TX.

Final date to receive applications

This position is anticipated to close on Oct 19, 2026.

Workplace Type

This is a hybrid position in Coppell,TX.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change.

That's the power of true partnership. TEKsystems is an…