Brokerage Operations Associate - 75019

TEKsystems; United States; Hybrid; USD 23,000 - 32,000; Part time

Benefits offered by this job

Medical insurance

Dental & vision

401(k) plan

Life Insurance

Disability insurance

HSA

Transport benefits

Paid time off

Job summary

TEKsystems is seeking an Operations Specialist to support Bridge Operations in the NFS environment. The role focuses on operational and administrative processing for financial services and investment-related transactions. You will work with Salesforce as CRM and workflow tool in a fast-paced setting.

Entry-level opportunity based in Coppell, TX 75019 with a hybrid work arrangement. Pay is $20.00/hr; eligibility for benefits and a path to contract-to-hire are included.

Qualifications

• Strong organizational skills and attention to detail.
• Experience or exposure to financial services operations is helpful.
• Ability to learn systems and adapt to changes.

Responsibilities

• Process daily work such as asset movement, transfers, or new account setup.
• Handle routine and complex transactions accurately and timely.
• Identify and resolve potential problems proactively.
• Follow procedures to meet SLAs and quality metrics.
• Learn and support various financial products, software and systems.
• Comply with policies and regulatory requirements.
• Assist with data entry and research and solve routine problems.
• Other 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 jobclassification and length of employment. Benefits are subject to change and may besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable for this temporary role may include the following:Medical, dental & visionCritical Illness, Accident, and Hospital401(k) Retirement Plan Pre-tax and Roth post-tax contributions availableLife Insurance (Voluntary Life & AD&D for the employee and dependents)Short and long-term disabilityHealth Spending Account (HSA)Transportation benefitsEmployee Assistance ProgramTime 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

Were 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. Were 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. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were 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.