Brokerage Operations Associate - 75019

TEKsystems; Coppell (TX); Hybrid; USD 23,000 - 32,000; Full time

Job summary

TEKsystems in Coppell, TX is seeking an Operations Specialist to support Bridge Operations within the NFS environment. The role focuses on processing daily admin tasks, asset movement, account setups, and transactional processing with emphasis on accuracy and regulatory compliance.

Ideal candidates have strong attention to detail, thrive in fast-paced settings, and are quick to learn new systems, especially Salesforce used for CRM and workflows.

Qualifications

• Strong critical thinking and analytical skills.
• Ability to learn quickly and adapt to changing priorities.
• Comfortable working with technology and multiple systems.
• Excellent attention to detail and organizational skills.
• Reliable attendance and strong work ethic.

Responsibilities

• Process daily work associated with your department which may include asset movement, account transfers, or new account set-up and maintenance
• Process routine and complex transactions in an accurate, timely and efficient manner
• Proactively work to identify, interpret and resolve potential problems
• Independently follow procedures to meet service level agreements and achieve quality metrics
• Learn, use and support various financial products, software and systems
• Comply With Company Policies And Regulatory Requirements
• Assist with data entry, research, and solve routine problems
• Other Job Duties As Defined

Skills

Administration

Annuity

Banking

CRM

Customer service

Document management

Financial services

operational process

Wealth management

Job description

Description

Seeking an Operations Specialist to support Bridge Operations within the NFS environment. The individual will be responsible for operational and administrative processing activities supporting financial services and investment-related transactions. The ideal candidate will possess strong critical thinking skills, be technologically savvy, and learn new systems and procedures quickly. Salesforce is heavily utilized as both a CRM and workflow management tool. Candidates with backgrounds in securities, investments, brokerage operations, banking, wealth management, annuities, retirement plans, or related financial services environments are highly preferred. This individual must be dependable, adaptable, detail-oriented, and capable of maintaining productivity and accuracy in a fast-paced environment.

What You Will Do

• Process daily work associated with your department which may include asset movement, account transfers, or new account set-up and maintenance
• Process routine and complex transactions in an accurate, timely and efficient manner
• Proactively work to identify, interpret and resolve potential problems
• Independently follow procedures to meet service level agreements and achieve quality metrics
• Learn, use and support various financial products, software and systems
• Comply With Company Policies And Regulatory Requirements
• Assist with data entry, research, and solve routine problems
• Other Job Duties As Defined

Top Skills Details

• Administration
• Annuity
• Banking
• CRM
• Customer service
• Document management
• Financial services
• operational process
• Wealth management

Additional Skills & Qualifications

• Strong critical thinking and analytical skills.
• Ability to learn quickly and adapt to changing priorities.
• Comfortable working with technology and multiple systems.
• Excellent attention to detail and organizational skills.
• Reliable attendance and strong work ethic.

Our Top Performers Share The Following Traits

• High attention to detail; the ability to process work accurately and meet deadlines
• Ability to work independently and think critically exercising good judgment
• Excellent problem resolution, organizational, and follow-up skills
• Strong professional communication; ability to develop positive working relationships
• Ability to embrace change and work in a fast-paced environment

Experience Level

Entry Level

Job Type & Location

This is a Contract to Hire position based out of Coppell, TX 75019.

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 75019.

Application Deadline

This position is anticipated to close on Nov 2, 2026.

Workplace Type

This is a hybrid position in Coppell,TX 75019.

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 Allegis Group company.

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.

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.

San Francisco Fair Chance Ordinance:

Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI):

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.