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Financial Operations Associate Jobs in Baltimore, MD

Erickson

Operations Associate - Community

Silver Spring, MD · On-site

$49K - $58K/yr

Riderwood Village by Erickson Senior Living Join our team as the Operations Associate (OA) position ... financial stability, and focused health and well-being services for those who live and work with us.

TEK Systems

Sales Operations Associate II

Hanover, MD

$38K - $58K/yr

Are you passionate about using your financial knowledge to influence change and navigate complex ... The Sales Operations Associate II role develops and delivers reporting that supports business ...

Raymondjames

Operations Analyst- NWPS

Towson, MD · Hybrid

$55K - $68K/yr

... Requirements Associate's or Bachelor's degree in Mathematics, Economics, Accounting, Finance ... operations and administration. RJA employs approximately 3,200 financial advisors through its ...

CFS

Accounting Associate

Cockeysville, MD

$52K - $55K/yr

Accounting Associate - Baltimore, MD About the Company and Accounting Associate Opportunity: * CFS ... This role offers a unique opportunity to contribute to the financial operations of a respected ...

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Financial Operations Associate information

See Baltimore, MD salary details

$11

$26

$53

How much do financial operations associate jobs pay per hour?

As of Jul 16, 2026, the average hourly pay for financial operations associate in Baltimore, MD is $26.08, according to ZipRecruiter salary data. Most workers in this role earn between $17.69 and $30.10 per hour, depending on experience, location, and employer.

What does a finance and operations associate do?

A finance and operations associate manages financial transactions, prepares reports, and supports daily business operations. They often use tools like spreadsheets and accounting software and may assist with budgeting, invoicing, and compliance tasks to ensure smooth organizational functioning.

What does a financial associate do?

A financial operations associate handles tasks such as processing transactions, maintaining financial records, and supporting budgeting and reporting activities. They often use financial software and require strong attention to detail and understanding of accounting principles to ensure accurate financial management.

What are Financial Operations Associates?

Financial Operations Associates are professionals who support the financial activities of an organization, including managing transactions, reconciling accounts, processing invoices, and assisting with budgeting and reporting. They ensure that financial records are accurate and in compliance with regulations. Their role is crucial in maintaining the smooth operation of a company's financial processes and supporting the finance team with daily administrative and analytical tasks.

What jobs make $1,000,000 a year?

In the field of financial operations, roles such as Chief Financial Officer (CFO) or senior investment managers can earn $1,000,000 or more annually, especially in large corporations or investment firms. These positions typically require extensive experience, advanced certifications like CPA or CFA, and strong leadership skills. Compensation often includes base salary, bonuses, and stock options, reflecting high-level responsibility and performance.

What are the key skills and qualifications needed to thrive as a Financial Operations Associate, and why are they important?

To thrive as a Financial Operations Associate, you need strong analytical abilities, attention to detail, and a foundational understanding of accounting or finance principles, often supported by a relevant degree. Familiarity with financial software such as Excel, ERP systems (like SAP or Oracle), and possibly certifications like CPA or CFA are highly valued. Excellent organizational skills, clear communication, and the ability to work collaboratively make someone stand out in this role. These skills ensure accurate financial processing, compliance, and effective coordination within a fast-paced finance environment.

How much does a finance associate earn?

A financial operations associate typically earns between $50,000 and $70,000 annually, depending on experience, location, and company size. Entry-level roles may start lower, while experienced professionals or those in high-cost areas can earn higher salaries. Skills in financial analysis and proficiency with tools like Excel or financial software can influence compensation.

What are some common challenges Financial Operations Associates face when managing transaction accuracy and reporting deadlines?

Financial Operations Associates often navigate tight deadlines and high transaction volumes, which can make maintaining accuracy a challenge. They must pay close attention to detail when reconciling accounts, processing payments, and preparing financial reports to ensure compliance and avoid discrepancies. Additionally, collaborating with cross-functional teams such as accounting, compliance, and treasury requires strong communication skills to resolve issues efficiently. Adapting to frequent changes in regulations or internal processes is also a key aspect of the role.
What are the most commonly searched types of Financial Operations jobs in Baltimore, MD? The most popular types of Financial Operations jobs in Baltimore, MD are:
What cities near Baltimore, MD are hiring for Financial Operations Associate jobs? Cities near Baltimore, MD with the most Financial Operations Associate job openings:
Financial Operations Associate jobs near you
Infographic showing various Financial Operations Associate job openings in Baltimore, MD as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,241 per year, or $26.1 per hour.
Client Processing Associate

Client Processing Associate

TEKsystems

Owings Mills, MD

$19.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

Client Processing Associate – Launch Your Career in Financial Services!

Location: Corporate office in Owings Mills, MD, 21117

Pay: $19.50/hr (paid weekly)

Industry: Financial Services / Investment Management

Ready to Take Your Administrative Career to the Next Level?

Are you detail-oriented, analytical, and looking for an opportunity to break into the financial services industry with a highly respected investment management company?

We're seeking motivated professionals with administrative, operations, customer service, claims processing, benefits administration, or back-office support experience who thrive in structured environments and enjoy solving problems. This is an excellent opportunity to gain valuable experience in wealth management and financial operations while building a long-term career with a globally recognized investment organization.

This is NOT a data entry position. Instead, you'll be reviewing complex client requests, applying company policies and procedures, identifying potential risks, and making informed decisions that directly impact client accounts and experiences.

What You'll Be Doing

As a Client Processing Associate, you will support retail investment operations by reviewing, analyzing, and processing a variety of client transactions.


Key Responsibilities

Review and process client requests received through web, phone, email, and paper documentation

Analyze account paperwork to determine client intent and ensure requests meet company policies and compliance standards

Process account maintenance transactions such as:

  • Profile and address updates
  • Client agreements and documentation
  • Required financial calculations
  • Account maintenance requests
  • Handle more complex transactions including:
  • Beneficiary updates and distributions
  • New account setup
  • Asset allocation requests
  • Inheritance and account transfer processing
  • Research documentation discrepancies and identify missing or conflicting information
  • Navigate multiple systems simultaneously while maintaining accuracy and efficiency
  • Review emails, paperwork, and call transcriptions to make informed processing decisions
  • Maintain high levels of quality, compliance, and customer service while managing a high-volume workload
  • Collaborate with supervisors and team members to resolve unique client situations and determine appropriate next steps

Why This Role Is Different

In this position, you'll be trusted to think critically and make informed decisions—not simply follow instructions.

You'll evaluate documentation, identify potential compliance risks, interpret policies, and determine the best path forward for clients while maintaining regulatory standards.

Success in this role comes from strong judgment, attention to detail, and the ability to connect information across multiple documents and systems.

Required Qualifications

  • At least 1 year of experience working in a policy-driven or regulated environment
  • Administrative, operations, claims processing, benefits processing, banking, customer service, healthcare administration, or related experience
  • Strong attention to detail with the ability to identify inconsistencies and potential risks
  • Excellent critical thinking and problem-solving abilities
  • Comfortable reading, interpreting, and reviewing detailed documentation
  • Strong organizational skills and ability to prioritize multiple tasks
  • Ability to navigate multiple computer systems throughout the day
  • Basic Microsoft Office skills, including Excel and Outlook
  • Strong customer service mindset with excellent communication skills
  • Basic math proficiency
Preferred Qualifications
  • Experience within banking, wealth management, credit unions, insurance, investments, or financial services
  • Associate's or Bachelor's degree
  • Previous experience processing transactions, claims, benefits, account maintenance, or client requests
  • Experience working within compliance-focused environments

Ideal Backgrounds

Successful employees often come from positions such as:

  • Administrative Assistant
  • Operations Associate
  • Claims Processor
  • Claims Analyst
  • Benefits Analyst
  • Financial Operations Associate
  • Client Services Representative
  • Account Processing Specialist
  • Banking Associate
  • Loan Processor
  • Customer Operations Specialist
  • Documentation Specialist
  • Back Office Support Representative
  • Client Onboarding Associate

What You'll Gain

  • Exposure to the financial services and investment industry
  • Career advancement opportunities within a nationally recognized investment firm
  • Professional training and development
  • Valuable experience in financial operations, compliance, and client services
  • The opportunity to build a long-term career with a highly respected organization

If you're a detail-oriented administrative professional looking to transition into financial services, this is an outstanding opportunity to gain experience with a leading investment company while developing skills that can accelerate your career for years to come.

Upon review of your application, a national recruiter from TEKsystems may contact you via phone or email to schedule an interview!

Job Type & Location

This is a Contract to Hire position based out of Owings Mills, MD.

Pay and Benefits

The pay range for this position is $19.50 - $19.50/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)

Workplace Type

This is a fully onsite position in Owings Mills,MD.

Application Deadline

This position is anticipated to close on Jul 17, 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.

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