Operations Specialist

Operations Specialist (Account Opening)

Location: Fort Mill, SC (Hybrid)
Job Type: Contract
Schedule: Hybrid, 3 days onsite / 2 days remote

Overview

We are seeking an Operations Specialist to join a fast-paced financial services operations team supporting complex account opening and registration processes. This role is responsible for reviewing documentation, validating account requirements, and establishing new client accounts that require specialized handling beyond standard account-opening systems.
The ideal candidate will have experience in financial services operations, strong attention to detail, and a solid understanding of various account registration types and supporting documentation requirements.

Key Responsibilities

• Review and validate client documentation submitted through imaging and document management systems.
• Ensure all required forms, signatures, and supporting documents are complete and compliant before account creation.
• Process and open client accounts within internal back-office systems.
• Support complex account registrations, including:
  • Trust accounts
  • Corporate and entity accounts
  • Minor accounts
  • Other non-standard registrations
• Manage and update case workflows using case management platforms.
• Collaborate with operations teams to resolve documentation and processing issues.
• Utilize Excel to track, analyze, and report operational activities.
• Maintain accuracy while working in a high-volume, deadline-driven environment.
• Contribute to operational efficiency initiatives and process improvements.

Required Qualifications

• Experience with in a broker-dealer, financial services, banking, or investment operations environment.
• Knowledge of account registration types and associated documentation requirements.
• Ability to identify required forms and supporting documentation for various account structures.
• Intermediate Microsoft Excel skills, including:
  • Pivot tables
  • Formulas
  • Data analysis
• Strong organizational skills and attention to detail.
• Ability to manage multiple systems and applications simultaneously.
• Ability to learn new processes quickly with minimal supervision.

Preferred Qualifications

• Experience with account opening platforms such as Appway.
• Knowledge of back-office operations systems.
• Experience with document imaging systems and workflow tools.
• Familiarity with Microsoft Dynamics or similar case management systems.
• Previous account opening, account maintenance, or operations support experience.

Work Environment

• Hybrid work schedule with a combination of onsite and remote work.
• Collaborative team environment with regular interaction and support from team members.
• Fast-paced operational setting with high-volume processing requirements.
• Initial training will require additional onsite collaboration and team alignment.

What You'll Gain

• Exposure to complex financial services operations.
• Opportunity to support major business initiatives and organizational growth.
• Experience working with specialized account registrations and operational workflows.
• Opportunity to develop analytical and operational expertise within a growing team.
• Strong onboarding and team support to help ensure success.

Job Type & Location
This is a Contract position based out of Fort Mill, SC.
Pay and Benefits
The pay range for this position is $18.00 - $23.00/hr.
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)
Workplace Type
This is a hybrid position in Fort Mill,SC.
Final date to receive applications
This position is anticipated to close on Aug 7, 2026.

About TEKsystems

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