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Brokerage Operations Analyst at TIAA - ApplyBlast

Brokerage Operations Analyst

TIAA

3 months ago

3.6 on Glassdoor

Dallas, TX, USA

Onsite

Full Time

Junior

0 applicants

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About this role

The Operations Analyst manages the opening, funding, transfers, and ongoing maintenance of discretionary and self-directed brokerage accounts at TIAA. This role requires understanding regulatory compliance policies and financial impacts while processing high volumes of tasks accurately and efficiently under limited supervision.

Responsibilities

Process account openings, funding requests, and transfers for managed accounts
Deposit client funds into correct brokerage accounts accurately
Perform account maintenance updates as directed by supervisors
Communicate requirements to open and maintain TIAA brokerage accounts
Ensure timely completion of brokerage operations at established productivity levels

Skills

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.