Product Ops Associate

Jobtailor; San Diego (CA); On-site; USD 65,000 - 85,000; Full time

Job summary

Jobtailor is seeking a detail-oriented service and support professional to assist financial advisors and internal partners through phone, email, and operational channels. You will manage access requests to advisor technology platforms and troubleshoot issues while building product expertise.

The role includes training teammates and leading meetings on improvements within a fast-paced environment. The ideal candidate has 2+ years in financial services or related fields, strong communication

Qualifications

• 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 service channels.
• Experience processing operational requests with accuracy and established procedures.
• Strong verbal and written communication skills.
• Bachelor's degree in Business, Finance, IT, or related field preferred.
• Experience with Oracle, Documentum, Microsoft Dynamics, Salesforce, or similar platforms preferred.

Responsibilities

• Provide service and support to financial advisors, staff, and internal partners via phone, email, and channels.
• Process requests to add/modify/remove access to advisor technology platforms and applications.
• Support first-contact resolution by guiding users through processes and navigation.
• Provide application support for proprietary and third-party solutions, including troubleshooting access issues.
• Develop expertise in CTM-supported products and services.
• Deliver training and share operational knowledge with processing and service teams.
• Lead meetings on product enhancements, process improvements, projects, and updates.
• Perform product reconciliation, data analysis, reporting, and information gathering.
• Communicate product requirements, procedures, and compliance guidelines to stakeholders.
• Collaborate with Tech Support, Registration, Onboarding, and other partners.

Skills

Financial services experience

Client services support

Microsoft Office proficiency

Analytical problem-solving

Strong communication

Education

Bachelor's degree in Business/Finance/IT

Tools

Oracle

Documentum

Microsoft Dynamics

Salesforce

Adobe Professional

ASAT

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


• Support first-contact resolution by assisting users with technology processes, systems, and platform navigation


• 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 activities


• Communicate product requirements, operational procedures, and compliance-related 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 while maintaining accuracy and adherence to 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 effectively 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 financial services operations and technology support, with a strong focus on client service, operational accuracy, and effective communication. Proficient in analyzing information and troubleshooting issues while managing multiple priorities in a fast-paced environment.

Highest-signal resume keywords

• Financial Services Experience


• Client Services Support


• Microsoft Office Proficiency


• Analytical Problem-Solving Skills


• Operational Workflow Management

ATS Optimization Keywords

Hard Skills

• Data Analysis


• Operational Accuracy


• Troubleshooting


• Product Reconciliation


• User Access Management

Soft Skills

• Strong Verbal Communication


• Strong Written Communication


• Effective Organizational Skills


• Time-Management Skills


• Attention to Detail

Industry Keywords

• Advisor Technology Platforms


• Financial Services Operations


• Operational Procedures


• Compliance Guidelines


• Technology Support

Tools & Technologies

• Microsoft Excel


• Microsoft Word


• Microsoft Outlook


• Microsoft PowerPoint


• Salesforce


• Oracle


• Documentum


• Microsoft Dynamics


• Adobe Professional


• ASAT