ZipRecruiter

Log In

1

Financial Services Operations Jobs (NOW HIRING)

Allstate Northern Ireland Limited

$75 - $126/hr

Allstate Financial Services has an opportunity for an Operations Division Manager who will give a strategic perspective to our Financial Services Broker Dealer. This is a hybrid opportunity managing ...

New

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 ...

TEKsystems

Financial Services Professional

Tempe, AZ

$52K/yr

Financial Services Operations Investments Wealth Management Retirement Services Relationship Management Team Leadership Licensing & Professional Certifications Many successful employees transition ...

next page

Showing results 1-20

All JobsFinance and Insurance JobsFinancial Services JobsFinancial Services Professional JobsFinancial Services Operations Jobs

Financial Services Operations information

See salary details

$35.5K

$115.9K

$139K

How much do financial services operations jobs pay per year?

As of Aug 24, 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 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.

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 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 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 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.
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 August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $115,859 per year, or $55.7 per hour.

Financial Services Operations Associate

Saint Louis, MO • On-site

Accounting Career Consultants
51 - 200 employees
Learn more about Accounting Career Consultantsexternal

$50K - $60K/yr

Full-time

PTO

Posted 6 days ago

Job description

Job Description Why is This a Great Opportunity. Growing firm Dynamic role in a small group Great benefits (unlimited PTO) Growth potential Job Description: Operations Associate is responsible for the day-to-day duties of various processes in Operations. An associate will work with a highly experienced operations staff.

The position requires a strong understanding and of the specific duties assigned. This individual works closely with financial advisors and professionals, compliance and client associates to provide an excellent level of service to our clients. This role requires cross training and back up for all operations roles.

Responsibilities - Advisory Account Accurately process advisory account requests in all systems used for advisory fee processing. Review and code agreements for advisory accounts. This process includes verification that all required information is complete and a review of eligibility of any current assets in accounts for management.

Ability to accurately calculate advisory fees for each monthly scheduled cycle as well as any pro-rated fees. Review and verification of vendor calculation is necessary. Must be able to identify and reconcile differences.

Prepare the fee document and remit to our clearing firm to post to each client account. Understand core systems utilized through our clearing firm. Responsibilities - Direct Business Commission Processing Create and process file for Financial Advisor/Professional direct business compensation for the manual check and ACH payments received.

Requirements Ethical, knowledgeable, fair, reliable, collaborative, ability to maintain confidentiality and possessing a strong work ethic. 3+ years of experience in financial services (Broker Dealer and/or RIA) Proficient in Microsoft Excel, Word, PowerPoint, Outlook, TEAMs with aptitude for technology Series 99 license to be obtained within a mutually agreed upon timeframe Strong communication and interpersonal skills to be able to discuss issues with management, home office and branch office personnel. Qualifications: Requirements Ethical, knowledgeable, fair, reliable, collaborative, ability to maintain confidentiality and possessing a strong work ethic.

3+ years of experience in financial services (Broker Dealer and/or RIA) Proficient in Microsoft Excel, Word, PowerPoint, Outlook, TEAMs with aptitude for technology Series 99 license to be obtained within a mutually agreed upon timeframe Strong communication and interpersonal skills to be able to discuss issues with management, home office and branch office personnel. #ACCNOR

Apply