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Financial Services Operations Jobs in California

Penske Honda Ontario

Financial Services Assistant

Ontario, CA

$17 - $21.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Summary: The Financial Services Assistant is responsible for assisting our Financial Services ... Ensures that all organizational activities and operations are carried out in compliance with ...

Penske Honda Ontario

Financial Services Assistant

Ontario, CA · On-site

$17 - $21.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Summary: The Financial Services Assistant is responsible for assisting our Financial Services ... Ensures that all organizational activities and operations are carried out in compliance with ...

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Financial Services Operations information

See California salary details

$35K

$114.3K

$137.2K

How much do financial services operations jobs pay per year?

As of Aug 14, 2026, the average yearly pay for financial services operations in California is $114,342.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,300.00 and $136,200.00 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.

What are the most commonly searched types of Financial Services Operations jobs in California?

The most popular types of Financial Services Operations jobs in California are:

What are popular job titles related to Financial Services Operations jobs in California?

For Financial Services Operations jobs in California, the most frequently searched job titles are:

What job categories do people searching Financial Services Operations jobs in California look for?

The top searched job categories for Financial Services Operations jobs in California are:

What cities in California are hiring for Financial Services Operations jobs?

Cities in California with the most Financial Services Operations job openings:

Financial Services Operations jobs near you
Infographic showing various Financial Services Operations job openings in California as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 2% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $114,342 per year, or $55 per hour.

BIS - Financial Services Operations Analyst

City National Bank

Los Angeles, CA • On-site

$20.28 - $30.42/hr

Part-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 19 days ago

Job description

BIS - FINANCIAL SERVICES OPERATIONS ANALYST
WHAT IS THE OPPORTUNITY?
The Banking and Investment Services Financial Services Analyst role is designed to develop the technical skills, business acumen, and financial services introduction for new or recent college graduates, or experienced high-performing colleagues with financial services backgrounds. The role will provide you with the ability to gain specific and practical experience to learn, contribute, and integrate within City National Bank.Specific roles will include, but not limited to:• Trading and service support for Investment Management advisors and clients covering our Entertainment Bank, Personal and Business Banking, and Private Banking Clients• Trading and service support for our Specialty Finance, Interest Rate, FX, and Supply Chain businesses• Transaction and processing support across all payment platforms offered through City National Bank, including Zelle, Wires, Checks, ACH, Real Time Payments, Debit Card, Credit Card, and Bill Pay• Client Onboarding, Client Maintenance, Client Statements• Fraud, Risk, and Control coverage across all of our businesses and processes with an interface to internal audit and second line of defenseSpecific experience and knowledge will be gained in:• Cross-asset and cross-product investments• Management of real time risk, reporting, and escalation• High Profile and High Net Worth Client and Advisor service• Data driven approach to safety, soundness, planning, and forecasting• Future technologies, and change management practice to implementation
WHAT WILL YOU DO?
  • Gains industry and organizational knowledge through daily business interactions and job assignments while working closely with key company stakeholders
  • Ability to perform both independently, as well as part of a team
  • Enjoys working in a fast-paced environment, with the ability to multitask
  • Works cross-functionally on short and long-term projects and initiatives focused on growth and efficiency
  • Develops business, financial and analytical skills needed for career at CNB
  • Understands B&IS and CNB's culture and strategy and the overall vision of the bank
  • Gains knowledge of banking systems and processes, risk management principles, framework and internal controls
  • Utilizes knowledge and learned skills to identify opportunities to improve processes, tackle complex projects, provide innovative business solutions and recommendations

WHAT DO YOU NEED TO SUCCEED?
Required Qualifications*
  • Bachelor's Degree or equivalent
  • 1 year experience in MS office applications

Additional Qualifications
  • Career interest in banking preferred.
  • Proven leadership skills, with the ability to lead projects and build relationships
  • Excellent verbal and written English communication skills, as well as confidence to "speak up" with poise to deal with challenging situations.
  • Must be proficient in multi-tasking and prioritizing projects.
  • Problem solving, analytical and decision-making skills with strong business acumen.

WHAT'S IN IT FOR YOU?
Compensation
Starting base salary: $20.28 - $30.42 per hour. Exact compensation may vary based on skills, experience, and location.
Benefits and Perks
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
  • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
  • Generous 401(k) company matching contribution
  • Career Development through Tuition Reimbursement and other internal upskilling and training resources
  • Valued Time Away benefits including vacation, sick and volunteer time
  • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
  • Career Mobility support from a dedicated recruitment team
  • Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
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.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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