Operations Associate

Job Description

Job Description

Operations Associate I

LHH Recruitment Solutions is seeking an Operations Associate that will play a critical role in supporting our client’s core operational functions within a financial services environment. This position is ideal for individuals who thrive in fast-paced, detail-oriented settings and are passionate about delivering accurate and timely service. The role involves processing a variety of financial transactions, maintaining account records, and ensuring compliance with internal procedures and regulatory standards. Success in this role requires strong problem-solving skills, independent judgment, and the ability to adapt to evolving priorities.

Location : Coppell, TX 75019

Hybrid : Three days in office

Compensation : $20.50 per hour based on experience

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.”

Responsibilities

Typical Day-to-Day Tasks

Process daily operational tasks such as asset movements, account transfers, and new account setup and maintenance

Execute routine and complex financial transactions with precision and efficiency

Identify, interpret, and resolve potential issues proactively

Follow established procedures to meet service level agreements and quality benchmarks

Utilize and support various financial products, software platforms, and systems

Ensure compliance with internal policies and external regulatory requirements

Perform data entry, conduct research, and resolve routine inquiries

Contribute to additional duties and projects as assigned

Qualifications

Required

High School Diploma or GED

Minimum of 1 year of experience using Microsoft Office tools (Excel, Outlook, Word)

Preferred

Bachelor’s degree in business, Finance, or related field

At least 1 year of experience in the financial services industry

Experience working in high-volume, deadline-driven environments

Ideal Candidate Traits

Exceptional attention to detail and accuracy

Ability to work independently and apply critical thinking

Strong organizational and problem-resolution skills

Professional communication and relationship-building abilities

Comfortable with change and able to thrive in a dynamic, fast-paced setting

Pay Details : $20.50 per hour

Search managed by : Jason Timothy

Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.

Equal Opportunity Employer / Veterans / Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https : / / www.lhh.com / us / en / candidate -privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.