Product Ops Associate
Core
Operational support for financial advisor technology platforms, managing access requests, troubleshooting issues, and ensuring compliance.
Role type
Product Operations Associate (Financial Services)
Builds
Advisor-facing technology platforms and services
Domain
Financial Services / Wealth Management
Required skills
Client service support, access management, operational request processing, troubleshooting, data analysis, reporting, compliance adherence
Preferred skills
Oracle, Documentum, Microsoft Dynamics, Salesforce, Adobe Professional, ASAT, advisor technology platforms
Technologies
Microsoft Office (Excel, Word, Outlook, PowerPoint), Oracle, Documentum, Microsoft Dynamics, Salesforce, Adobe Professional, ASAT
Responsibilities
Provide service and support to financial advisors via phone, email, and operational channels; Process technology access requests (add, modify, remove); Support first-contact resolution for technology processes and navigation; Troubleshoot access and operational issues for proprietary and third-party solutions; Perform product reconciliation, data analysis, and reporting; Communicate operational procedures and compliance guidelines; Collaborate with internal departments like Tech Support and New Client Onboarding.
Seniority
Mid-level, hands-on IC
