Product Operations Associate

Description

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.

• 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.

• 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.

Entry Level

This is a Contract position based out of Fort Mill, SC.

The pay range for this position is $25.00 - $30.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Fort Mill,SC.

This position is anticipated to close on Aug 1, 2026.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and…