Product Ops Associate

Jobtailor; Arizona; On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking a capable service and support specialist to assist financial advisors, staff, and internal partners via phone, email, and operational channels. The role includes managing access to advisor technology platforms and guiding users through complex processes.

You will troubleshoot issues, provide application support for proprietary and third-party solutions, and build expertise across CTM products. Strong communication and organizational skills are essential for success.

Qualifications

• 2+ years of experience in Financial Services, Operations, Client Services, Technology Support, or a related field.
• Proficiency with Microsoft Office applications (Excel, Word, Outlook, PowerPoint).
• Experience supporting clients, business partners, or users via phone, email, or service channels.
• Ability to process operational requests accurately per established procedures.
• Ability to analyze information, troubleshoot issues, and communicate solutions.
• Strong verbal and written communication skills.
• Excellent organizational and time-management skills; manage multiple priorities.
• 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 comply with regulatory and firm requirements.
• Bachelor’s degree in Business, Finance, IT, or related field preferred.
• Experience with Oracle, Documentum, Dynamics, Salesforce, or similar platforms preferred.

Responsibilities

• Provide service and support to financial advisors, advisor staff, and internal business partners via phone, email, and operational channels.
• Process requests to add, modify, or remove access to advisor technology platforms and 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 partners.

Skills

Client Support Experience

Communication Skills

Analytical Problem-Solving

Time Management

Regulatory Compliance Understanding

Education

Bachelor's degree in Business, Finance, IT, or related field

Tools

Oracle

Documentum

Microsoft Dynamics

Salesforce

Adobe Professional

Microsoft Excel

Microsoft Word

Microsoft Outlook

Microsoft PowerPoint

Job description

• 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

Requirements

• 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 PowerPoint
• 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)

Core Competencies

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.

Highest-signal resume keywords

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

ATS Optimization Keywords

Hard Skills

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

Soft Skills

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

Industry Keywords

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

Tools & Technologies

• Microsoft Excel
• Microsoft Word
• Microsoft Outlook
• Microsoft PowerPoint
• Salesforce