Brokerage Operations Analyst-2

TIAA

Job Location:

Frisco, TX - USA

Monthly Salary: Not Disclosed

Posted on: 18 hours ago

Vacancies: 1 Vacancy

Job Summary

This is a Non-Employee Contingent Worker Role providing services for TIAAs family of companies and will be employed by TIAAs preferred 3rd Party Supplier. As a Non-Employee CW perform a variety of moderately complex business planning support and project-related an exceptional standard of quality and holds themselves accountable to achieving excellent results.

This role will sit onsite likely in a hybrid capacity at the location(s) listed in this posting.

The anticipated term of this engagement will be 6 months. This term could be extended based on company business needs.

Operations Analyst
The Operations Analyst is responsible for a variety of tasks associated with the opening funding account transfers and on-going maintenance of discretionary managed fee-based accounts as well as self-directed accounts. Under limited supervision this job understands the regulatory/compliance policies associated with the brokerage business and understands the financial impacts associated with operational and trading responsibilities.

Key Responsibilities and Duties

Processes account opening initiates money movement requests account transfers and/or processes account maintenance request.
Deposits client funds into the correct account.
Performs various account maintenance processing/updates as directed by supervisor.
Communicates requirements to open fund and maintain a TIAA brokerage/managed 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.
Must be flexible and work as a team to deliver exceptional service manage high volume of tasks to ensure cases are processed both accurately and efficiently.

Educational Requirements

University (Degree) Preferred

Work Experience

No Experience Required

FINRA Registrations

SRC Indicator: NRF

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
5IC

Related Skills

Adaptability Collaboration Communication Conflict Management Continuous Improvement Mindset Critical Thinking Detail-Oriented Financial Risk Management Prioritizes Effectively Transaction Processing

Start Date: 08-Jun-2026

End Date: 31-Dec-2026

Travel Required: No

Anticipated Posting End Date:

Base Pay Range: $17.15/hr - $23.05/hr

Actual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page and you can read more about your rights and view government notices here.

Accessibility Support

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If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

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Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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Required Experience: