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Brokerage Operations Associate Jobs in Dallas, TX

Level Four

Trading & Operations Associate

Dallas, TX · On-site

Trading And Operations Associate Our team is growing, and we need you! Come be a part of this ... Must have prior experience in a financial services office/broker-dealer with knowledge of equity ...

Atalnt Llc

Customer Relationship Associate

Grapevine, TX · On-site

$37K - $46K/yr

Customer Relationship Associate Location: Grapevine, Texas Job Type: Full Time Company Overview Our ... This position combines brokerage sales, account management, and freight operations exposure. The ...

ATALNT

Customer Relationship Associate

Grapevine, TX · On-site

$37K - $46K/yr

Customer Relationship Associate Location: Grapevine, Texas Job Type: Full Time Company Overview ... This position combines brokerage sales, account management, and freight operations exposure. The ...

JLL

Associate, Brokerage

Dallas, TX · On-site

... Associate Brokers * Support seniorbrokers ininitiating business development activities and take ... We have operations in over 80 countries and a workforce of over102,000 individualsaround the world ...

SS&C

Senior Associate, Loan Operations

Dallas, TX · Hybrid

Senior Associate, Loan Operations Locations : Union, NJ (Hybrid), New York, NY (Hybrid), Boston, MA ... Working for either a prime broker, administrator or hedge fund * Understanding of syndicated loans ...

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How much do brokerage operations associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for brokerage operations associate in Dallas, TX is $25.96, according to ZipRecruiter salary data. Most workers in this role earn between $17.60 and $29.95 per hour, depending on experience, location, and employer.

What is a brokerage operations associate?

Brokerage Operations Associates are professionals who support the day-to-day activities of a brokerage firm. They are responsible for processing trades, maintaining client accounts, ensuring regulatory compliance, and resolving discrepancies or issues related to transactions. Their work ensures the smooth settlement of trades and accurate record-keeping, which is essential for client trust and the proper functioning of financial markets. They often collaborate with brokers, clients, and other departments to ensure all operations run efficiently.

What are the key skills and qualifications needed to thrive as a brokerage operations associate?

To thrive as a Brokerage Operations Associate, you need a solid understanding of financial markets, trade processing, securities settlement, and a bachelor’s degree in finance or a related field. Familiarity with trade management platforms (such as DTCC, Bloomberg, or SWIFT), and sometimes FINRA Series 7 or Series 63 certification, is typically required. Strong attention to detail, analytical thinking, and effective communication skills help ensure accuracy and efficiency when resolving issues and interacting with clients or internal teams. These skills are crucial for minimizing risk, maintaining compliance, and ensuring smooth and timely execution of brokerage operations.

What are some common challenges faced by brokerage operations associates, and how can they be addressed?

Brokerage Operations Associates often encounter challenges such as managing high transaction volumes, ensuring regulatory compliance, and resolving discrepancies between trades and settlements. Staying organized and detail-oriented is crucial, as even small errors can have significant impacts. Proactively communicating with internal teams and external partners, and leveraging technology tools, can help streamline processes and minimize errors. Continuous learning about industry regulations and best practices also helps Associates stay ahead of compliance requirements.

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Brokerage Operations Associate jobs near you
Infographic showing various Brokerage Operations Associate job openings in Dallas, TX as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $54,001 per year, or $26 per hour.

Associate Analyst, Brokerage Treasury Operations

Fidelity Investments

Westlake, TX • On-site

Full-time

Re-posted yesterday

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description

Job Description:

The Role

Note: Fidelity will not provide immigration sponsorship for this position.

As a Brokerage Operations Associate Analyst within Treasury's Cash Management Services - Banking Services team, you will play a critical role in supporting the accurate and timely execution of money movement transactions.

This role is ideal for individuals looking to deepen their expertise in payments, reconciliation, and risk management while gaining exposure to complex treasury operations. You will have the opportunity to contribute to key processes, partner with cross-functional teams, and support initiatives that enhance operational efficiency, controls, and client experience-while developing the skills needed for long-term growth within Treasury operations.

Responsibilities

  • Independently resolve client payment inquiries and requests; process money movement exceptions while ensuring accuracy, timeliness, and adherence to service-level expectations
  • Perform detailed reconciliation of suspense accounts, identify root causes of discrepancies, and drive timely resolution
  • Identify trends, risks, and control gaps within payment workflows, and escalate issues as appropriate
  • Maintain and enhance operational procedures, ensuring documentation remains accurate and up to date
  • Prepare and analyze payment metrics and operational insights to support leadership decision-making
  • Contribute to business initiatives, projects, and team coverage during high-volume periods

The Expertise and Skills You Bring

  • 2 years of experience in Payment Operations, Treasury Operations, or a related financial services role
  • Experience with reconciliation, exception management, or cash operations, with a strong attention to detail
  • Working knowledge of electronic payments (e.g., wires, ACH) is a plus
  • Strong analytical and problem-solving skills, with the ability to assess risk and apply sound judgment
  • Effective communication and collaboration skills, with the ability to work independently and manage priorities
  • Proactive mindset with an interest in process improvement and operational excellence, and flexibility to support business needs

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

The Treasury Department, part of Fidelity's Operations and Services Group (OSG), delivers cash management, banking operations, and advisory services across Fidelity. Treasury supports Fidelity Institutional (FI), partnering with a wide range of clients including broker-dealers, RIAs, banks, and family offices.

This team offers a unique opportunity to work at the intersection of payments, risk, and operations within a highly collaborative and dynamic environment.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Category:Brokerage Operations

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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