Operations Analyst
Well-known financial services company is currently expanding their Operations organization to support an influx of new Financial Advisor onboardings. This role involves assisting incoming Financial Advisors and Branch Associates with the new accounts opening process, ensuring compliance and regulatory adherence, and delivering white-glove service via email, Teams, and phone.
Responsibilities
- Develop working knowledge of the organization's policies, procedures, and regulatory compliance requirements to adhere to all protocols when opening 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 escalated cases and inquiries by following standard operating procedures 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
Additional Skills & Qualifications
- Bachelor’s Degree in Business or a related field preferred, but not required.
Pay
The pay range for this position is $26.56/hour.
Benefits
Eligibility requirements apply to some benefits and may depend on job classification and length of employment. Benefits are subject to change and may include specific elections, plan, or program terms. If eligible, the following benefits may be available for this temporary role:
- Medical, dental, and vision insurance
- Critical Illness, Accident, and Hospital coverage
- 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)
Schedule
This is a hybrid position based in Memphis, TN. The role is structured as a Contract to Hire opportunity.