Brokerage Operations Analyst - Onsite / Hybrid

About the role

This is a W2 contract opportunity for a Brokerage Operations Analyst with a direct client in New York, NY. The position is hybrid, requiring three days of in‑office attendance per week, with a duration of 12 months or more.

The Operations Division seeks high‑performing individuals with one to three years of work experience who demonstrate strong leadership potential, communication skills, attention to detail, and a desire to succeed in a fast‑paced, challenging environment. The division partners with Sales & Trading, Finance, Legal, and Technology to execute the firm’s Institutional, Retail, and Asset Management businesses by developing client relationships, collaborating on transaction settlement, and implementing effective controls. Private Banking Operations supports the Private Banking Group, providing operational support for broker/dealer lending products, deposit products, banking services, collateral monitoring, margin operations, and vendor management.

In this role you will establish and maintain effective relationships to deliver world‑class service to internal teams across multiple securities‑based lending products. You will support the department’s phone hotline and answer email correspondence related to the Liquidity Access Line and Express Credit Line lending products, interacting with Financial Advisors, Private Bankers, Branches, and other internal employees. Successful candidates should have an interest or familiarity in one or more of the following areas: AML/KYC, Cash Management, Loan Servicing, Regulatory Reporting, Business Management, Projects, Wealth Management, and Client Services.

Responsibilities

• Support the LAL Telephone Hotline by responding to MS field inquiries (loan status, outstanding issues) and documenting the nature of phone calls.
• Meet phone performance metrics such as Average Phone Handle Times, Quality/Accuracy, Professionalism, and Adherence to Phone Script.
• Review loan application and servicing requests to ensure appropriate information is provided for review within Service Level Agreements.
• Communicate all missing information needed to progress loans in the pipeline.
• Reconcile and process monetary transactions as needed, including review of daily reports.
• Cross‑train and be willing to learn new functions outside your immediate scope to provide coverage as needed.
• Train new team members once you become proficient.
• Accomplish shared goals of the department and the bank.
• Perform other related duties as assigned by management.

Requirements

• Hybrid position: 3 days in‑office attendance required.
• Ability to work operational hours starting at 8:00 A.M. local time, including occasional weekends and overtime when needed.
• Ability to balance multiple priorities in a demanding, fast‑paced environment while demonstrating flexibility, adaptability, and personal