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Financial Services Operations Jobs (NOW HIRING)

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Financial Accuracy & Process Excellence On behalf of our client, we are seeking a detail-oriented Services Operations Administrator to join a high-performing Service Delivery team. This position ...

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As a leading financial services and healthcare technology company based on revenue, SS&C is ... Director, Fund Services Operations Locations : Boston, MA; Braintree, MA; Denver, CO; Kansas City ...

As a leading financial services and healthcare technology company based on revenue, SS&C is ... Director, Fund Services Operations Locations : Boston, MA; Braintree, MA; Denver, CO; Kansas City ...

Piper Companies is seeking a Lead Remittance Operations Associate to support disbursement processing within a fast‐paced financial services environment. The Lead Remittance Operations Associate ...

Financial Services Associate

Wall, NJ · On-site

$55K - $60K/yr

The Financial Services Associate supports the Financial Services Team with wealth management operations, member service, and administrative functions for the Wealth Management Services program. This ...

The Financial Services Associate supports the Financial Services Team with wealth management operations, member service, and administrative functions for the Wealth Management Services program. This ...

FINANCIAL SERVICES SPECIALIST

Durham, NC · On-site

$18 - $26.62/hr

You'll work across key areas of the credit union - Call Center, Lending, or Operations - providing exceptional service, solving problems, and helping members access the financial resources they need.

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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 May 30, 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 are the key skills and qualifications needed to thrive in Financial Services Operations, and why are they important?

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 are 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 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.

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:
Infographic showing various Financial Services Operations job openings in the United States as of May 2026, with employment types broken down into 57% Full Time, 29% Part Time, and 14% Contract. Highlights an 100% In-person job distribution, with an average salary of $115,859 per year, or $55.7 per hour.
Banking Services Operations Associate IV

Banking Services Operations Associate IV

Computer Task Group, Inc

Buffalo, NY

Full-time

Posted 16 days ago


Job description

Overview

CTG is seeking to fill a Banking Services Operations Associate IV opening for our client in Amherst, NY.

Location: Amherst, NY
Duration: 7 months, potential to be extended

Overview:
The Banking Services Operations Associate IV will perform skilled clerical duties that require moderate to complex analysis and sound judgment within the assigned banking services department. This role involves supporting daily departmental workflows, resolving customer issues, and contributing to process improvement initiatives.

Primary Responsibilities:

  • Monitor daily departmental workflow and provide staff support by signing and verifying official check requests and general ledger entries.
  • Research and resolve complex customer issues efficiently.
  • Participate in project and process improvement initiatives to enhance operational efficiency.
  • Interact with vendors to address and resolve problems.
  • Guide or assist team members in interpreting legal and bank documents for internal processing.
  • Manage responsibilities across multiple systems, business, and product lines.
  • Participate in corporate compliance and legal matters on a limited basis concerning customer issues.
  • Collaborate with internal partners and management on procedural matters.
  • Perform other duties as assigned by management.

Scope of Responsibilities:
This role requires a proactive approach to monitoring workflows, a strong understanding of banking services, and the ability to work independently as well as part of a team.

Supervisory/Managerial Responsibilities:
This position does not have direct supervisory responsibilities but may provide guidance to junior staff and assist in training as needed.

Education and Experience Required:

  • High School Diploma or GED.
  • Minimum of three years of relevant work experience in a banking or financial services environment.

Education and Experience Preferred:

  • Associate's Degree in a related field.
  • Five years of office experience, preferably in banking or financial services.

Excellent verbal and written English communication skills and the ability to interact professionally with a diverse group are required.

CTG does not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services for this role.

To Apply:
To be considered, please apply directly to this requisition using the link provided. For additional information, please contact Krista Eckard at Krista.Eckard@ctg.com. Kindly forward this to any other interested parties. Thank you!


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About Computer Task Group

Sourced by ZipRecruiter

We know that achieving our mission begins and ends with our people—and by people we mean you. Regardless of individual roles or responsibilities, regardless of industry or subject matter expertise, our lives happen in relation to other people—our colleagues, clients, and partners. CTG cultivates a workplace that attracts and develops the best people. Being Great Place to Work-CertifiedTM not only supports our Vision but also validates the rewarding workplace culture that has made CTG a leading IT and digital solutions and services company for more than 55 years.

Company size

1,001 - 5,000 Employees

Headquarters location

Buffalo, NY, US

Year founded

1966

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