Brokerage Operations Analyst

TIAA

Operations Analyst managing brokerage operations including account opening and maintenance at TIAA. Collaborating with teams ensuring compliance and operational responsibilities are met.

Posted 7/17/2026full-timeCharlotte • North Carolina, Texas • 🇺🇸 United StatesMid-LevelSenior💰 $24 - $31 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong attention to detail and a solid understanding of brokerage operations and regulatory requirements. Capable of processing account openings, money movement requests, and account maintenance efficiently within the financial services sector.

Highest-signal resume keywords

Brokerage KnowledgeOperations Processing ExperienceFinancial Services ExperienceAttention To DetailRegulatory Requirements Understanding

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Industry Keywords

Account OpeningMoney MovementAccount TransfersBrokerage OperationsClient Funds Management

About the role

Key responsibilities & impact

Processes account opening, initiates money movement requests, account transfers and/or processes account maintenance request.
Deposits client funds into the correct account.
Completes brokerage operation activities in a timely manner and at established productivity levels.
Understands the regulatory requirements to open and maintain a brokerage/managed account.

Requirements

What you’ll need

No Experience Required
University (Degree) Preferred
Financial Services experience
Brokerage knowledge
Operations processing experience
Attention to detail

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities