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Securities Operations Associate Jobs in Texas (NOW HIRING)

SS&C

Senior Associate, Loan Operations

Dallas, TX · Hybrid

Senior Associate, Loan Operations Locations : Union, NJ (Hybrid), New York, NY (Hybrid), Boston, MA ... Bachelor's degree in finance or related discipline * 2+ years financial services/securities ...

SS&C

Senior Associate, Loan Operations

Dallas, TX · Hybrid

Senior Associate, Loan Operations Locations: Dallas, TX (Hybrid) Los Angeles, CA (Hybrid), NY/NJ ... Bachelors degree in finance or related discipline * 2+ years financial services/securities industry ...

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Securities Operations Associate information

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$10

$24

$49

How much do securities operations associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for securities operations associate in Texas is $24.45, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $28.22 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a securities operations associate?

To thrive as a Securities Operations Associate, you need strong analytical skills, attention to detail, and a degree in finance, business, or a related field. Familiarity with financial software such as Bloomberg, SWIFT, and settlement systems, as well as knowledge of industry regulations, is typically required. Exceptional organizational skills, effective communication, and the ability to multitask under pressure are important soft skills for this role. These skills ensure accurate trade processing, risk mitigation, and smooth financial operations within high-volume, fast-paced environments.

What is the difference between Securities Operations Associate vs Securities Analyst?

AspectSecurities Operations AssociateSecurities Analyst
Primary RoleSupports daily securities transactions, reconciliations, and trade processingAnalyzes securities markets, evaluates investment opportunities, and provides research
Required SkillsAttention to detail, knowledge of trading systems, compliance understandingFinancial analysis, market research, valuation skills
CertificationsTypically none required, but CFA Level I may be beneficialCFA Level I or II often preferred
Work EnvironmentBack-office, operational teams within financial firmsResearch departments, investment firms, asset management

While Securities Operations Associates focus on processing and supporting securities transactions, Securities Analysts analyze market data and provide investment insights. Both roles require financial knowledge, but their daily tasks and career paths differ significantly.

What is a securities operations associate?

Securities Operations Associates are professionals who support the processing, settlement, and administration of financial securities transactions for banks, investment firms, or other financial institutions. They ensure trades are accurately recorded, resolved, and reconciled, while also handling compliance and risk management tasks. Their work is essential for the smooth functioning of financial markets, as they help minimize errors and maintain regulatory standards. Securities Operations Associates often liaise between trading desks, back office teams, and external parties to resolve discrepancies and facilitate timely settlements.

What are some typical challenges faced by securities operations associates in ensuring accurate trade settlement?

Securities Operations Associates often encounter challenges related to tight settlement deadlines, high transaction volumes, and the need to resolve trade discrepancies quickly. Effective communication with brokers, custodians, and internal teams is essential to troubleshoot issues such as unmatched trades or failed settlements. Staying organized and detail-oriented helps prevent costly errors and ensures compliance with regulatory requirements. The fast-paced environment requires adaptability and a proactive approach to problem-solving.
What are popular job titles related to Securities Operations Associate jobs in Texas? For Securities Operations Associate jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Securities Operations Associate jobs in Texas look for? The top searched job categories for Securities Operations Associate jobs in Texas are:
What cities in Texas are hiring for Securities Operations Associate jobs? Cities in Texas with the most Securities Operations Associate job openings:
Securities Operations Associate jobs near you
Infographic showing various Securities Operations Associate job openings in Texas as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $50,857 per year, or $24.5 per hour.

Insurance Services Operations Associate

First Command Financial Services, Inc.

Fort Worth, TX • On-site

Full-time

Medical, Life

Re-posted 12 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description


We are looking for team members who understand the importance and the honor to serve our military clients and who:
  • Influence by remaining positive in all circumstances.
  • Adapt quickly to changes.
  • See the "big picture" of all things: personal development and operational opportunities.
  • Have a passion for improving the client/advisor experience.
  • Desire to work in a self-organized team environment, celebrating success and taking accountability for goals and commitments.
  • Deny mediocrity and possess high personal standards.
  • Follow our vision of providing Lifelong Financial Security for Our Nation's Military Families.
  • Live by our core values: Courage, Love & Effectiveness.

How will your role impact First Command?
The Insurance Services Operations Associate is responsible for supporting all insurance business (Life Insurance, Universal Life, Long Term Care, Disability Income and Hybrid Insurance products) from an operational perspective. This entails the processing and input of insurance sales into our database, coordinating with advisors, office staff, our business partners, and other internal departments to ensure data integrity and proper commission payment to the Advisors. Additionally, this role will serve as Tier II to the Customer Service Center to assist with more advanced insurance-related questions as well as research and resolution with Business partners.
What will you be doing?
  • Review and load insurance sales into database while ensuring that all requirements have been met (prior plan recommendation of product, signature pages, etc.).
  • Assist in conducting quality control of processed transactions.
  • Support in managing workloads to meet client needs on a timely basis, collaborate and transition work with team members as volumes fluctuate.
  • Notify and support advisors and office staff to resolve paperwork issues with NIGO's.
  • Research and resolve incorrect commissions from Financial Services with Carrier partners to ensure data integrity and proper payment to Advisors.
  • Work weekly Life insurance, Disability and Lont Term Care reports provided by Business Partners to ensure accuracy of policy data in the database.
  • Support the advisors and office staff by managing the Insurance Operations cases to include any required escalation, research, and resolution with Business Partners and/or other internal departments.
  • Serve as a Tier II for Insurance-related calls that initiate in the call center and require escalation, research, and resolution.
  • Manually issue and terminate insurance policies in the database for products which do not provide data feeds and perform policy maintenance within the system as needed.
  • Review all insurance-related mail received and forward it to the Advisor, and archive and update the database as needed.
  • Assist in organizing condolence packages, carrier, adviosr, and internal department notifications and, quality check and proof Condolence (Death Claim) packets prior to sending to client/ beneficiary.
  • Perform quarterly update of assigned User Guide's for processes performed by Insurance Services Operations Team.

What skills/qualifications do you need?
  • Education
  • College degree preferred (previous work experience considered)

Work Experience
  • Minimum 3 years office experience in a professional business setting (required)
  • Customer Service experience (preferred)

Certifications
  • Life & Health Group I Ins. License (obtained within 60 days of employment)

Knowledge, Skills and Abilities
  • General knowledge of insurance business products (Life Insurance, Universal Life, Long Term Care, Disability Income and Hybrid Insurance products) from (preferred)
  • General knowledge of the financial planning industry (preferred)
  • Execute with a sense of urgency, a drive to make an impact, and a high level of self-confidence and ability to work well in high pressure situations.
  • Ability to foster team environment, maintaining flexibility and willingness to learn new duties and assist others as necessary.
  • Strong verbal and written communication
  • Strong analytical and problem-solving skills
  • Excellent attention to detail
  • Ability to work independently with minimum supervision
  • Proficient with MS office Applications including Word, Excel and Outlook (required)

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About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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