ZipRecruiter

Log In

1

Financial Services Operations Jobs (NOW HIRING)

UMB

Security Services Operations Associate

Kansas City, MO · On-site

$29K - $43K/mo

With our robust training to provide extensive UMB and financial knowledge, the Trust Operations team provides trading support for our custody and trust customers. The Securities Services Operations ...

Sia

Consultant - Financial Services

Manhattan, NY

Work directly with client business, operations, product, data, and technology teams to understand ... Financial Services Interest and Knowledge: Foundational understanding of, or demonstrated interest ...

Sia

Consultant - Financial Services

Charlotte, NC

Work directly with client business, operations, product, data, and technology teams to understand ... Financial Services Interest and Knowledge: Foundational understanding of, or demonstrated interest ...

next page

Showing results 1-20

All 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 Jul 15, 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 the highest paying job in financial services?

In financial services, chief executive officers (CEOs), chief financial officers (CFOs), and hedge fund managers tend to have the highest salaries, often exceeding several million dollars annually. These roles require extensive experience, advanced degrees, and strong leadership skills, and they typically involve overseeing large organizations or investment portfolios.

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, 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 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 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 a finance operations role?

A finance operations role involves managing and supporting financial processes such as transaction processing, reporting, compliance, and system management within an organization. It requires strong attention to detail, proficiency with financial software, and understanding of accounting principles to ensure efficient financial workflows.

What is a financial operations job description?

A financial services operations job involves managing and supporting daily financial activities such as processing transactions, reconciling accounts, ensuring compliance with regulations, and maintaining financial records. It often requires strong attention to detail, proficiency with financial software, and knowledge of industry standards and regulations.

What do you do in financial operations?

In financial services operations, professionals manage daily financial transactions, ensure compliance with regulations, and maintain accurate records. They often use financial software and perform tasks such as processing payments, reconciling accounts, and supporting reporting activities to ensure smooth financial workflows.
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 Representative

Financial Services Representative

First National Bank of America

East Lansing, MI • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Job description

First National Bank of America is seeking a proactive and adaptable Financial Services Representative to join the East Lansing Branch team. This role is the starting point of every great customer relationship at our branch. The Financial Services Representative blends the precision of teller operations with the interpersonal skills of a banker, giving hands-on experience across two of the most important functions in branch banking. It is the ideal entry point for someone who is service-oriented, detail-driven, and ready to build a career in financial services. From day one, this role helps build the skills needed to advance into the Personal Banker track and beyond.

Responsibilities:

  • Process customer transactions accurately and efficiently - including deposits, withdrawals, transfers, loan payments, and cash handling - while balancing daily activity to operational standards.
  • Deliver a welcoming, professional experience to every customer who visits the branch, resolving routine inquiries with confidence and care.
  • Identify basic customer financial needs through everyday interactions and refer customers to the appropriate banking products, services, or team members.
  • Educate customers on digital banking tools and self-service options to improve their convenience and long-term banking experience.
  • Support branch sales activity through referrals, appointment setting, and participation in outbound calling efforts.
  • Maintain strict compliance with all operational, security, risk, and regulatory policies in every transaction and customer interaction.

What We Are Looking For:

  • A positive, customer-first attitude with strong communication and interpersonal skills.
  • High attention to detail and comfort working accurately with cash and financial transactions.
  • Eagerness to learn both the operational and relationship sides of branch banking.
  • Reliability, professionalism, and a team-oriented work ethic.
  • Prior cash handling, customer service, or retail experience is a plus but not required.

Career Path:

This role is designed as the entry point into our branch banking career ladder. High-performing Financial Services Representatives are well-positioned to advance into the Personal Banker role as they develop their sales, service, and relationship management skills.

Employee benefits

  • Medical - Multiple plans to choose from including HSA and traditional. Premiums as low as $0.00
  • Dental - Premiums as low as $0.00
  • Vision - Low premium Plan
  • Discounted childcare
  • Pet Insurance
  • Paid Time Off (PTO)
  • 401k with employer match

Apply