Product Ops Associate

• Provide 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
• Assist users with technology processes, systems, and platform navigation to support first-contact resolution
• 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
• 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
• Communicate product requirements, operational procedures, and compliance guidelines to stakeholders
• Collaborate with Tech Support, Registration, New Client Onboarding, Business Transitions, Business Consulting, Cash Management, and other business partners

• 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 Power Point
• Experience supporting clients, business partners, or users through phone, email, or operational service channels
• Experience processing operational requests accurately and in accordance with established procedures
• Ability to analyze information, troubleshoot issues, and communicate solutions effectively
• Strong verbal and written communication skills
• Effective organizational and time-management skills; ability 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 in a fast-paced environment while meeting deadlines and service expectations
• Ability to manage priorities while adhering to regulatory and firm requirements
• Bachelor's degree in Business, Finance, Information Technology, or a related field (preferred)
• Experience with Oracle, Documentum, Microsoft Dynamics, or similar enterprise platforms (preferred)
• Experience using Salesforce, Adobe Professional, ASAT, or comparable business applications (preferred)
• Familiarity with advisor technology platforms or financial services operations (preferred)
• Experience supporting technology products, user access management, or operational workflows (preferred)

Demonstrates expertise in providing operational support and training for financial advisors and internal partners, with a strong focus on technology solutions and compliance. Proficient in data analysis, troubleshooting, and effective communication to enhance service delivery and operational accuracy.

• Financial Services Experience
• Microsoft Office Proficiency
• Client Support Experience
• Analytical Problem-Solving Skills
• Experience with Oracle or Salesforce

• Data Analysis
• Operational Support
• Troubleshooting
• Product Reconciliation
• User Access Management

• Strong Verbal Communication
• Organizational Skills
• Attention to Detail
• Time Management
• Proactive Approach

• Advisor Technology Platforms
• Financial Services Operations
• Operational Procedures
• Compliance Guidelines
• Client Services

• Microsoft Excel
• Microsoft Word
• Microsoft Outlook
• Microsoft Power Point
• Salesforce