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Financial Services Operations Jobs (NOW HIRING)

All Financial Freedom

Financial Service Specialist

$60K - $75K/yr

Position Overview We are seeking a Financial Services Specialist to support our financial services operations by assisting individuals and families through a structured financial education and ...

All Financial Freedom

Financial Strategist

$60K - $75K/yr

Position Overview We are seeking a Client Services Specialist to support our financial services operations by assisting individuals and families through a structured financial education and ...

TEKsystems

Financial Services Professional

Tempe, AZ

$52K/yr

Learning financial products, operational processes, and industry concepts * Building strong relationships through exceptional customer service * Collaborating with internal teams to identify ...

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Financial Services Operations information

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$35.5K

$115.9K

$139K

How much do financial services operations jobs pay per year?

As of Aug 4, 2026, the average yearly pay for financial services operations in the United States is $115,859.00, according to ZipRecruiter salary data. Most workers in this role earn between $88,500.00 and $138,000.00 per year, depending on experience, location, and employer.

What do you do in financial services operations?

Financial services operations involve managing and supporting the daily functions of financial institutions, such as processing transactions, maintaining records, ensuring compliance, and supporting client accounts. Professionals in this field often use specialized software and require attention to detail and knowledge of financial regulations.

What are some common challenges faced in a financial services operations role, and how can they be addressed?

Professionals in Financial Services Operations often encounter challenges such as managing high transaction volumes, ensuring regulatory compliance, and adapting to rapidly changing technologies. Successfully addressing these issues requires strong attention to detail, effective time management, and ongoing education about financial regulations and best practices. Collaborating closely with compliance teams and leveraging automation tools can also help streamline processes, reduce errors, and maintain operational efficiency.

What are the key skills and qualifications needed to thrive in financial services operations?

To thrive in Financial Services Operations, you need strong analytical abilities, attention to detail, and an understanding of financial regulations, often supported by a degree in finance, business, or a related field. Familiarity with financial information systems, transaction processing platforms, and certifications like Series 7 or CFA can be highly advantageous. Excellent organizational skills, communication, and adaptability help professionals excel in fast-paced, high-volume environments. These competencies ensure accurate processing, regulatory compliance, and efficient client service, which are critical for maintaining operational integrity and client trust.

What is the difference between Financial Services Operations vs Financial Analyst?

AspectFinancial Services OperationsFinancial Analyst
Required CredentialsTypically a bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are common but not mandatoryUsually a bachelor's degree in finance, economics, or accounting; CFA certification is often preferred
Work EnvironmentBack-office setting, focusing on process management, compliance, and transaction supportFront-office or analytical setting, focusing on financial modeling, reporting, and investment analysis
Employer & Industry UsageUsed across banks, asset managers, and financial institutions for operational supportCommonly employed in investment firms, banks, and corporate finance for analysis and decision-making

Financial Services Operations roles focus on managing daily processes, compliance, and transaction support within financial institutions. In contrast, Financial Analysts primarily analyze financial data to guide investment and business decisions. While both roles require finance-related credentials and work within the financial industry, their core functions and work environments differ significantly.

What is financial services operations?

Financial Services Operations refers to the processes, systems, and teams that support the day-to-day functioning of financial institutions such as banks, investment firms, and insurance companies. This area covers activities like transaction processing, compliance, account management, risk assessment, and customer support. Professionals in this field ensure that financial products and services are delivered efficiently, securely, and in accordance with regulations. Their work is critical to maintaining the trust and reliability of financial institutions.
More about Financial Services Operations jobs
What cities are hiring for Financial Services Operations jobs? Cities with the most Financial Services Operations job openings:
What are the most commonly searched types of Financial Services Operations jobs? The most popular types of Financial Services Operations jobs are:
What states have the most Financial Services Operations jobs? States with the most job openings for Financial Services Operations jobs include:
What job categories do people searching Financial Services Operations jobs look for? The top searched job categories for Financial Services Operations jobs are:
Financial Services Operations jobs near you
Infographic showing various Financial Services Operations job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 77% In-person, 8% Hybrid, and 15% Remote job distribution, with an average salary of $115,859 per year, or $55.7 per hour.

Financial Services Operations Representative I

SS&C

Kansas City, MO • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 days ago

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Title: Financial Services Operations Representative I

Locations: Hybrid | Kansas City, MO (6 days/month in-office)

About the Role

In your role as a Financial Services Operations Representative, you are the front line to our clients and our clients' clients. This position provides transaction processing services with a customer-focused approach. You will work as part of a team for the purpose of providing proactive and innovative solutions to customers. Team members share a commitment to professional development and delivery of quality service.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

  • Process a high volume of transactions for alternative investment (ALTS) accounts, including purchases, redemptions, transfers, and account updates, ensuring accuracy and timeliness.
  • Review and validate transaction details to maintain data integrity and minimize risk in a highly controlled environment.
  • Follow established procedures and controls to ensure compliance with internal policies and regulatory requirements.
  • Collaborate with internal teams to resolve discrepancies and support overall operational efficiency.
  • Participate in cross-training opportunities to build knowledge across functions and support team flexibility.

Required Experience

  • High school diploma required
  • 1 year of financial services or related operations experience
  • Strong attention to detail and accuracy
  • Ability to work effectively in a team-oriented, process-driven environment
  • Comfortable managing repetitive tasks while maintaining consistency and quality
  • Basic proficiency with computer systems and ability to learn new tools quickly
  • Flexibility to work overtime as needed to meet high-volume processing demands and critical deadlines, particularly during peak periods.

What Sets You Apart (Preferred Qualifications)

  • Exposure to investment operations, fund accounting, or alternative investments
  • Demonstrated reliability and a strong work ethic in high-volume processing environments
  • Willingness to learn and grow within financial services operations

Join SS&C, where innovation meets global opportunities. Click here to apply

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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