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Operations Analyst - New Accounts

TEKsystems
$26.44 - $28.85 / hr
life insurance, sick time, 401(k), retirement plan
United States, Michigan, Southfield
May 21, 2025
Job Description Our client 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. Responsibilities: -Establish new client accounts by utilizing industry registration, compliance, and regulatory standards -Via department workflows, enforces documentation requirements of clients and accounts to meet industry policies and regulations including AML (Anti Money Laundering) and KYC (Know Your Client) -Answer calls and inquiries from financial advisors (FAs) and sales assistants (SAs) related to account opening and maintenance -Processes various basic department related reports and contact FAs and SAs to resolve account issues -Reviews standard issues, analyzes/interprets data and determines appropriate corrective action -Participates in high-learning culture where on-the-job training is prevalent -Assist other areas of the department with various functions when volume is high -Perform other duties and responsibilities as assigned Skills Operations, Operations analysis, customer service, Compliance, risk analysis Experience Level Entry Level Pay and Benefits The pay range for this position is $26.44 - $28.85/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 Southfield,MI. Application Deadline This position is anticipated to close on May 30, 2025. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. 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.