The Product Operations Associate supports the Client Technology Management (CTM) team at LPL Financial Corp by delivering operational and product support for advisor technology platforms and services. This onsite role in Fort Mill, SC focuses on access request processing, issue troubleshooting, advisor support, and policy-compliant coordination across multiple business partners.
Role Overview
In this position, you will serve as an operational support resource for financial advisors, advisor staff, and internal teams. You will help ensure that technology access changes are completed accurately, address user inquiries related to technology processes and platform navigation, and support first-contact resolution for operational questions and troubleshooting needs.
Responsibilities
- Provide high-quality service and support to financial advisors, advisor staff, and internal business partners via phone and email, along with operational support channels.
- Process requests to add, modify, or remove access to advisor technology platforms and supported applications.
- Support first-contact resolution by assisting users with technology processes, systems, and platform navigation.
- Provide application support for proprietary and third-party technology solutions, including troubleshooting access and operational issues.
- Develop and maintain expertise in CTM-supported products and services to support advisors and internal stakeholders with technology-related needs.
- Deliver training, guidance, and operational knowledge sharing to processing and service teams.
- Participate in and lead meetings related to product enhancements, process improvements, project initiatives, and operational updates.
- Perform product reconciliation, data analysis, reporting, and information-gathering activities as required.
- Communicate product requirements, operational procedures, and compliance-related guidelines to internal and external stakeholders.
- Collaborate with teams including Tech Support, Registration, New Client Onboarding, Business Transitions, Business Consulting, Cash Management, and other business partners.
Required Qualifications
- 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.
- Strong verbal and written communication skills, with the ability to build and maintain effective working relationships.
- Effective organizational and time-management skills to manage multiple priorities.
- Strong attention to detail and commitment to operational accuracy.
- Analytical and problem-solving skills with a proactive approach to issue resolution.
- Ability to work effectively in a fast-paced environment while meeting deadlines and service expectations.
- Ability to manage priorities while adhering to regulatory and firm requirements.
Preferred Qualifications
- Bachelor's degree in Business, Finance, Information Technology, or a related field.
- Experience with Oracle, Documentum, Microsoft Dynamics, or similar enterprise platforms.
- Experience using Salesforce, Adobe Professional, ASAT, or comparable business applications.
- Familiarity with advisor technology platforms or financial services operations.
- Experience supporting technology products, user access management, or operational workflows.
Technologies
- Excel, Word, Outlook, PowerPoint
- Oracle, Documentum, Microsoft Dynamics
- Salesforce
- Adobe Professional
- ASAT
Compensation and Location
Location: Fort Mill, SC (onsite)
Pay range: USD 22.48 to 37.44 per hour
Additional base salary details: The actual base salary varies based on factors including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
