Operations Analyst
TEKsystems, Memphis, TN, United States
Job Description
Operations Associate – New Accounts (Entry Level)
Our client is expanding its Operations organization to support a growing volume of Financial Advisor (FA) onboardings. This role plays a critical part in ensuring a smooth and efficient new account opening experience for incoming Financial Advisors and Branch Associates. The Operations Associate will assist with new account openings, ensure compliance with regulatory requirements, and deliver white‑glove service through email, Microsoft Teams, and phone interactions. This is an excellent entry‑level opportunity for individuals interested in financial services operations and client support.
Key Responsibilities
Develop a working knowledge of company policies, procedures, and regulatory compliance requirements related to new account openings
Assist Financial Advisors and Branch Associates with the new account opening process, ensuring accuracy and compliance
Maintain and build process and technical skills needed to support new account planning activities
Provide white‑glove service by responding to inquiries, questions, and information requests via email, Teams, and phone
Manage and assist with escalated cases by following standard operating procedures and engaging appropriate internal departments
Provide updates on product offerings and support standard branch operational functions as needed
Required Skills & Competencies
Operations
Customer Service & Client Support
Compliance & Risk Awareness
Operations Analysis
Strong attention to detail and communication skills
Job Type & Location
This is a Contract position based out of Memphis, TN.
Pay And Benefits
The pay range for this position is $26.44 - $26.44/hr.
Benefits
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 benefitsEmployee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Memphis, TN.
Application Deadline
This position is anticipated to close on Apr 30, 2026.
Equal Opportunity Employer
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.
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Operations Associate – New Accounts (Entry Level)
Our client is expanding its Operations organization to support a growing volume of Financial Advisor (FA) onboardings. This role plays a critical part in ensuring a smooth and efficient new account opening experience for incoming Financial Advisors and Branch Associates. The Operations Associate will assist with new account openings, ensure compliance with regulatory requirements, and deliver white‑glove service through email, Microsoft Teams, and phone interactions. This is an excellent entry‑level opportunity for individuals interested in financial services operations and client support.
Key Responsibilities
Develop a working knowledge of company policies, procedures, and regulatory compliance requirements related to new account openings
Assist Financial Advisors and Branch Associates with the new account opening process, ensuring accuracy and compliance
Maintain and build process and technical skills needed to support new account planning activities
Provide white‑glove service by responding to inquiries, questions, and information requests via email, Teams, and phone
Manage and assist with escalated cases by following standard operating procedures and engaging appropriate internal departments
Provide updates on product offerings and support standard branch operational functions as needed
Required Skills & Competencies
Operations
Customer Service & Client Support
Compliance & Risk Awareness
Operations Analysis
Strong attention to detail and communication skills
Job Type & Location
This is a Contract position based out of Memphis, TN.
Pay And Benefits
The pay range for this position is $26.44 - $26.44/hr.
Benefits
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 benefitsEmployee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Memphis, TN.
Application Deadline
This position is anticipated to close on Apr 30, 2026.
Equal Opportunity Employer
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.
#J-18808-Ljbffr