Product Ops Associate

LPL Financial•Charlotte, NC

11d•Onsite

About The Position

Join LPL Financial's Client Technology Management (CTM) organization and play a critical role in supporting the technology solutions that power advisor success. As a Product Operations Associate, you will serve as a trusted resource for financial advisors, their staff, and internal business partners by helping manage technology access, troubleshooting operational issues, and supporting a broad portfolio of advisor-facing products. This role offers the opportunity to develop expertise across multiple technology platforms, collaborate with teams throughout the organization, and contribute to an exceptional advisor experience. If you enjoy problem-solving, building relationships, and working in a fast-paced environment where your contributions make a meaningful impact, we'd love to hear from you.

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.

Nice To Haves

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.

Responsibilities

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.
Support first-contact resolution efforts 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 assist 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 departments including Tech Support, Registration, New Client Onboarding, Business Transitions, Business Consulting, Cash Management, and other business partners.