Product Operations Associate

TEKsystems; Fort Mill (SC); On-site; USD 34,440 - 41,328; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Disability insurance

HSA

Job summary

TEKsystems is seeking six Product Operations Associates to support a large-scale advisor conversion initiative. You will ensure advisors and staff receive timely access to systems, applications, and technology services during a period of growth.

This entry-level, contract position is based in Fort Mill, SC, with a hybrid work arrangement. You will handle onboarding, provisioning, and case management tasks while maintaining a high standard of customer service and accuracy.

Qualifications

• Onboarding, access provisioning, and account setup processes.
• Familiar with CRM/case management for tracking requests and updates.
• Experience in financial services or related operations preferred.
• Recent grads encouraged to apply and pursue interest in financial services/tech operations.

Responsibilities

• Process advisor onboarding and access provisioning for multiple platforms.
• Configure and provision system access for advisors and staff.
• Manage and update cases in Dynamics.
• Review requests for accuracy and compliance with procedures.
• Communicate status updates to advisors via email/phone.
• Support special projects within the advisor conversion initiative.

Skills

Customer service

Problem solving

Critical thinking

Attention to detail

Team oriented

Ownership

Education

Recent college graduates

Tools

Microsoft Dynamics

Salesforce

Job description

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

• 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.

Skills

• Customer service oriented, Support

Additional Skills & Qualifications

• 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.

Desired Skills & Competencies

• 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.

Experience Level

Entry Level

Job Type & Location

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

Pay and Benefits

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)

Workplace Type

This is a hybrid position in Fort Mill,SC.

Application Deadline

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

Equal Opportunity Statement

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.

Equal Opportunity Statement

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.

San Francisco Fair Chance Ordinance

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.

Massachusetts Lie Detector

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.

Use of Artificial Intelligence (AI)

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.