Accounting, Advertising Operations, Banking Operations, Banking Services, Brokerage, Business Operations, Communication Skills, Consensus Building Skills, Customer Relations, Customer Support/Service, Data Quality, Detail Oriented, Event Management, Financial Services, Interpersonal Skills, Investment Reporting, Metrics, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Onboarding, Operational Support, Operations Management, Problem Solving Skills, Process Engineering, Process Improvement, Reconciliation, Regulations, Risk Management, Support Documentation, Team Player, Time Management
Position Summary
Contractor
Onsite - Dallas, Texas
Work you'll do
The Banking Operations Contractor will support core client onboarding and account operations activities within an institutional banking environment. The role is responsible for coordinating account events, ensuring accurate and timely operational setup, supporting cash and position-related activities, and partnering with internal and external stakeholders to deliver a controlled, client-focused operating model.
Key Responsibilities
- Own and coordinate client account events from an operations perspective, serving as a central point of contact across business and operations teams.
- Manage operational tasks across multiple stakeholders to ensure account information is complete and systems are ready before trading activity begins.
- Liaise with custodians, prime brokers, and other counterparties to establish connectivity, operational workflows, and service support.
- Interpret client operational requirements from business documentation and support materials, and coordinate internal and external controls and approvals.
- Maintain data accuracy and support accounting oversight to help ensure a controlled investment and client reporting environment.
- Monitor account-level metrics and operational exceptions, including cash and position reconciliations, corporate actions, trade breaks, and reporting deliverables.
- Identify and escalate operational issues proactively to reduce client impact and support timely resolution.
- Support process improvement and reengineering efforts to enhance efficiency, controls, and service quality.
- Contribute to evolving regulatory and technology-related operational needs through practical recommendations and issue resolution.
- Support ad hoc operational inquiries and client service requests as needed.
Qualifications
- Bachelor's degree required.
- 1-2 years of relevant experience in banking operations, financial services, or a related control-focused environment.
- Proficiency in Microsoft Word, Excel, and PowerPoint.
- Strong communication, interpersonal, and stakeholder management skills.
- Highly collaborative, team-oriented, and able to build consensus across functions.
- Strong attention to detail with the ability to work under pressure and meet tight deadlines.
- Demonstrated risk management mindset and practical problem-solving ability.
- Ability to partner across products, regions, and functional teams.
The expected pay range for this contract assignment is $20 - $25 per hour will vary based on skills, experience, and location and will be determined by the third-party whose employees provide services to Deloitte.
Candidates interested in applying for this opportunity must be geographically based in the United States and must be legally authorized to work in the United States without the need for employer sponsorship.
We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes.
Deloitte is not the employer for this role.
This work is contracted through a third-party whose employees provide services to Deloitte.
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Expected Work Schedule
Approximate hours per week
About Deloitte
Our inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It makes Deloitte one of the most rewarding places to work.
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Deloitte Touche Tohmatsu Ltd