Product Ops Associate
Core
Provide operational and product support for advisor technology platforms, managing access requests and troubleshooting issues for financial advisors.
Role type
Product Operations Associate (Financial Services)
Builds
Advisor-facing technology platforms and services
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Access management, application support, troubleshooting, data analysis, reporting, process improvement, stakeholder communication, regulatory compliance
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
Process technology access requests, provide first-contact resolution for operational issues, deliver training and knowledge sharing, perform product reconciliation and reporting, communicate compliance guidelines, collaborate with internal departments
Seniority
Mid-level, hands-on IC
