Advisor Tech Operations Specialist

LPL Financial LLC; Fort Mill (SC); On-site; USD 30,000 - 51,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial LLC is seeking a Product Operations Associate to support the Client Technology Management (CTM) team. You will handle technology access, troubleshoot issues, and support a broad portfolio of advisor-facing products to enhance the advisor experience.

The role offers opportunities to develop expertise across multiple tech platforms, collaborate with internal teams, and drive efficient service for advisors and clients in a fast-paced environment.

Qualifications

• 2+ years of experience in Financial Services, Operations, Client Services, Technology Support, or related field.
• Proficiency with Microsoft Office applications (Excel, Word, Outlook, PowerPoint).
• Experience supporting clients or users via phone, email, or service channels.
• Experience processing operational requests with accuracy and adherence to procedures.

Responsibilities

• Provide high-quality service to financial advisors, staff, and internal partners via phone, email, and support channels.
• Process access requests to advisor technology platforms and applications.
• Assist users with technology processes, systems, and platform navigation for first-contact resolution.
• Develop expertise in CTM-supported products and services to aid advisors and stakeholders.
• Deliver training and share operational knowledge with processing and service teams.
• Participate in meetings on product enhancements, processes, and updates.
• Perform product reconciliation, data analysis, reporting, and information gathering.

Skills

Microsoft Office

Financial Services

Communication

Problem Solving

Education

Bachelor's degree in Business/Finance/IT

Tools

Oracle

Documentum

Microsoft Dynamics

Salesforce

Adobe Professional

Job description

LPL Financial LLC is seeking a Product Operations Associate to support the Client Technology Management (CTM) team. You will handle technology access, troubleshoot issues, and support a broad portfolio of advisor-facing products to enhance the advisor experience.

The role offers opportunities to develop expertise across multiple tech platforms, collaborate with internal teams, and drive efficient service for advisors and clients in a fast-paced environment.