Operations Analyst

Job Description

We are seeking a detail-oriented New Account Operations Associate to support the onboarding of new clients and financial professionals. This role is responsible for assisting with the new account opening process, ensuring compliance and regulatory requirements are met, and providing exceptional service to internal and external stakeholders. The ideal candidate is customer-focused, organized, and eager to learn operational processes within a fast-paced financial services environment.

Key Responsibilities

• Develop a working knowledge of company policies, procedures, and regulatory requirements to ensure all new account openings are completed accurately and in compliance with established guidelines.
• Process and support new account opening activities, including account setup, documentation review, and account maintenance requests.
• Provide high-touch customer service through phone, email, and collaboration platforms by responding to inquiries, questions, and information requests.
• Research and resolve operational issues, escalating complex cases as needed while following established procedures.
• Collaborate with internal teams to support account onboarding and ensure a seamless client experience.
• Communicate updates on products, services, and operational processes to assist branch personnel and clients.
• Maintain accuracy and attention to detail while managing multiple priorities and meeting service-level expectations.

Required Skills

• Operations
• Compliance
• Operations Analysis
• Customer Service
• Client Services
• Risk Analysis

Qualifications

• Bachelor’s degree in Business, Finance, or a related field preferred, but not required.
• Strong communication and interpersonal skills.
• Ability to work effectively in a fast-paced, team-oriented environment.
• Strong organizational skills and attention to detail.
• Proficiency with Microsoft Office applications and other business systems.
• Ability to learn new processes, systems, and regulatory requirements quickly.

Experience Level

This position is an excellent opportunity for candidates looking to build a career in financial services operations, client support, compliance, or account onboarding.

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

The pay range for this position is $26.44 - $26.44/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)

This is a hybrid position in Southfield,MI.

This position is anticipated to close on Aug 6, 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.