Product Operations Associate: Onboarding & Access

TEKsystems; Fort Mill (SC); Hybrid; 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

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.