Operations Analyst

Description

Well-known financial services company is currently ramping up their Operations organization to support the incoming influx of new Financial Advisor onboardings. These individuals will be responsible for assisting incoming FAs and Branch Associates with the New Accounts opening process which will include assisting with opening new accounts, ensuring that all compliance/regulatory items are in line for new account openings, providing white-glove service via email/Teams/phone for inquiries, and more.

• Develop working knowledge of the organization's policies/procedures and regulatory compliance requirements to adhere to all protocols when openings new customer accounts
• Develop and maintain necessary process and technical skills to execute new account planning activities
• Provide white-glove service to incoming Raymond James clients by supporting inquiries, questions, or information requests as needed
• Assist with cases and inquiries that are escalated in nature by following SOP to engage with other departments
• Provide updates on product offerings and help simplify standard branch operation functions

Operations, Compliance, Operations analysis, customer service, client services, risk analysis

• Bachelors Degree in Business or related field preferred, but not required

This is a Contract to Hire position based out of Southfield, MI.

The pay range for this position is $26.56 - $26.56/hr.

• 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 Workplace Type

  This is a hybrid position in Southfield,MI.

  Final date to receive applications

  This position is anticipated to close on Jul 30, 2026.

  The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

  The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.