Brokerage Operations Analyst
Posted: 06/08/2026
Employment Type:
Contract
Industry: Financial Services
Job Number: 17925
Field of Expertise: Operations
Remote Friendly: Hybrid Work Schedule
Job Description
Our client, a large financial services company, is seeking an experienced Brokerage Operations Analyst for a 6+ month contract assignment in Frisco, TX. The role has strong potential to convert to a full-time employee, per performance, and has an excellent career path. This role is hybrid, onsite 3 days per week.
Operations Analyst
The Operations Analyst is responsible for a variety of tasks associated with the opening, account transfers, and on-going maintenance of discretionary managed, fee-based accounts, as well as self-directed accounts. Under supervision, this job understands the regulatory/compliance policies associated with the brokerage business and understands the financial impacts associated with operational and trading responsibilities.
Key Responsibilities and Duties
Operations Analyst
The Operations Analyst is responsible for a variety of tasks associated with the opening, account transfers, and on-going maintenance of discretionary managed, fee-based accounts, as well as self-directed accounts. Under supervision, this job understands the regulatory/compliance policies associated with the brokerage business and understands the financial impacts associated with operational and trading responsibilities.
Key Responsibilities and Duties
- Processes account openings/enrollments, account transfers and/or processes account maintenance requests.
- Performs various account maintenance processing/updates as directed by supervisor.
- Communicates requirements to open, and maintain a brokerage/managed account.
- Completes brokerage operation activities in a timely manner and at established productivity levels.
- Understands the regulatory requirements to open and maintain a brokerage/managed account.
- Must be flexible and work as a team to deliver exceptional service, manage high volume of tasks to ensure cases are processed both accurately and efficiently.
- University (Degree) Preferred - Business, Finance, Accounting or related area.
- Prior back office, banking, customer support and or account set up and maintenance experience strongly preferred.
- Experience with data entry and account set up, especially in financial services is preferred.
- Technical skills with MS Office and ability to pick up new systems.
- SRC Indicator: NRF
Meet Your Recruiter
Trista Wearing
Senior Director Recruiting
Trista joined Corps Team in 2006. She is a results-oriented Talent Acquisition professional with 20 years of Recruiting, Account Management and HR experience. Trista received her bachelor's degree in Human Ecology with a minor in Business Administration from The University of Tennessee. She is dedicated to delivering exceptional service and consistently amazes our clients with her ability to find the "purple squirrel" (the one in a million candidate for the job).
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Ready to embark on an exciting career journey in Frisco, Texas? Explore our job opportunities in this dynamic city nestled in the heart of the Lone Star State. Known for its vibrant community, top-rated schools, and proximity to iconic landmarks like the Dr Pepper Ballpark and The Star, home of the Dallas Cowboys headquarters, Frisco offers a blend of Texas charm and urban sophistication. Enjoy a thriving arts scene at the Frisco Discovery Center, catch a show at the Toyota Stadium or indulge in some Texan BBQ. Join us in Frisco – where career growth meets a rich cultural tapestry waiting to be explored!