Operations Analyst

TEK Systems; Southfield (MA); Hybrid; USD 30,000 - 43,000; Part time

Benefits offered by this job

Medical, dental & vision

401(k) retirement plan

Life Insurance

Disability (short & long-term)

Health Savings Account

Transportation benefits

PTO, Vacation or Sick Leave

Job summary

TEKsystems is seeking personnel to support Raymond James on new account openings. The role focuses on regulatory compliance, process execution, and white-glove client service for incoming financial advisors and branch associates.

The position is contract-to-hire and based in a hybrid setup in Southfield, MI. Responsibilities include handling inquiries, maintaining SOPs, and collaborating with other departments to resolve escalated cases while providing updates on product offerings and branch

Qualifications

• Bachelor's degree in Business or related field preferred, but not required.

Responsibilities

• Develop knowledge of policies/procedures and regulatory requirements for opening new customer accounts.
• Develop and maintain process and technical skills for new account planning activities.
• Provide white-glove service to Raymond James clients via email/Teams/phone.
• Assist with escalated inquiries following SOP with other departments.
• Provide updates on product offerings and simplify standard branch operations.

Skills

Operations

Compliance

Operations analysis

Customer service

Client services

Risk analysis

Education

Bachelor's degree in Business or related field

Job description

Description

Raymond James 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

• 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

Skills

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

Top Skills Details

Operations

Additional Skills & Qualifications

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

Experience Level

Entry Level

Job Type & Location

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

Pay and Benefits

The pay range for this position is $26.56 - $26.56/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)

Workplace Type

This is a hybrid position in Southfield,MI.

Application Deadline

This position is anticipated to close on Aug 28, 2026.

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.