Operations Analyst

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 Southfield, MI.
Pay And Benefits
The pay range for this position is $26.44 - $26.44/hr.
Requirements
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 Apr 30, 2026.
h4>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.