Role Overview
The Product Operations Associate supports the Client Technology Management (CTM) team by providing operational and product support for advisor technology platforms and services. This role is responsible for processing technology-related requests, responding to advisor inquiries, providing application support, and ensuring operational activities are completed accurately and in compliance with firm policies and procedures.
What You Will Do
Provide high-quality service and support to financial advisors, advisor staff, and internal business partners through phone, email, and operational support channels. Process requests to add, modify, or remove access to advisor technology platforms and supported applications.
Why It Might Be a Fit
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed.
Requirements
- 2+ years of experience in Financial Services, Operations, Client Services, Technology Support, or a related field.
- Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
- Experience supporting clients, business partners, or users through phone, email, or operational service channels.
- Experience processing operational requests while maintaining accuracy and adherence to established procedures.
- Ability to analyze information, troubleshoot issues, and communicate solutions effectively.
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
To apply for this job please visit lplfinancial.wd1.myworkdayjobs.com.
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