Product Operations Associate

TEKsystems•Fort Mill, SC

9d•$25 - $30•Hybrid

About The Position

Our client is seeking six Product Operations Associates to support a large-scale advisor conversion initiative associated with an internal transition. These individuals will play a key role in ensuring advisors and support staff receive timely access to systems, applications, and technology services during a period of significant organizational growth. This position is ideal for candidates who thrive in a high-volume operations environment, possess strong attention to detail, and enjoy working through structured processes while maintaining a commitment to quality and customer service.

Requirements

Customer service oriented
Support
Financial services, banking, brokerage, or wealth management experience.
Experience supporting account setup, access provisioning, onboarding, or operational workflows.
Familiarity with CRM or case management systems such as Microsoft Dynamics or Salesforce.
Recent college graduates with a strong interest in financial services, operations, product support, or technology operations are encouraged to apply.
Experience in customer support, service center, help desk, or process-driven operational roles.
Self-starter mentality with minimal supervision required.
Ability to take initiative and proactively seek additional work when assignments are completed.
Strong sense of ownership and accountability.
Team-oriented mindset with a willingness to assist others.
Competitive drive to achieve productivity goals while maintaining quality standards.
Adaptability in a fast-paced and evolving environment.
Strong problem-solving and critical-thinking skills.
Detail-oriented with a focus on accuracy and quality.

Responsibilities

Process advisor onboarding, access provisioning, and account setup requests.
Configure and provision system access for advisors and support staff.
Support advisor terminations and suspensions by removing or modifying system access.
Process subscription and application access requests for various internal and third-party platforms.
Manage and update cases within Microsoft Dynamics.
Review requests for accuracy and ensure compliance with established procedures.
Work through assigned case queues while meeting productivity and quality expectations.
Perform data entry and operational processing activities with a high degree of accuracy.
Communicate with advisors via email and occasional outbound phone calls to clarify requests or provide status updates.
Assist with special projects related to the Commonwealth advisor conversion initiative.
Collaborate with team members to resolve backlog items and support shifting business priorities.
Learn and navigate multiple proprietary systems and operational workflows.