Bookkeeper Financial Operations Associate Jobs in Monroe, NC

Description

LPL Financial is seeking six Product Operations Associates to support a large-scale advisor conversion initiative associated with the Commonwealth 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 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, Fulfillment, Help desk, Support

Top Skills Details

Customer service oriented,Fulfillment,Help desk,Support

Additional Skills & Qualifications

• 1+ years of experience in operations, administration, order processing, access management, customer support, or a similar high-volume environment. • Strong data entry and process-oriented experience. • Proficiency with Microsoft Office applications. • Ability to learn new tools, systems, and processes quickly. • Excellent organizational skills and attention to detail. • Strong written and verbal communication skills. • Ability to work independently and manage workload effectively. • Experience working with queues, ticketing systems, or case management environments. Preferred 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

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

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)

This is a hybrid position in Fort Mill,SC.

This position is anticipated to close on Aug 3, 2026.

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

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.

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

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.