Product Ops Associate: Advisor Tech & Service Excellence

LPL Financial; Tempe (AZ); On-site; USD 64,334,000 - 107,177,000; Full time

Job summary

LPL Financial is seeking a Product Operations Associate to support the Client Technology Management (CTM) team. You will handle operational requests, respond to advisor inquiries, provide application support, and help ensure efficient service and compliant processes for advisor technology platforms.

Join a fast-paced environment, develop expertise across multiple platforms, and collaborate with internal partners to enhance the advisor experience and operational workflows.

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 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.

Responsibilities

• Provide high-quality 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 efforts 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.
• 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.

Skills

Communication skills

Financial services

Problem solving

Education

Bachelor's degree (preferred)

Tools

Microsoft Office

Excel

PowerPoint

Outlook

Word

Job description

LPL Financial is seeking a Product Operations Associate to support the Client Technology Management (CTM) team. You will handle operational requests, respond to advisor inquiries, provide application support, and help ensure efficient service and compliant processes for advisor technology platforms.

Join a fast-paced environment, develop expertise across multiple platforms, and collaborate with internal partners to enhance the advisor experience and operational workflows.