Client-Focused Operations Associate

Heckmann Financial; Delafield (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Simple IRA matching

Paid time off

Job summary

Heckmann Financial seeks an Operations Associate to support our Wealth Management Team and enhance the client experience. The role emphasizes accuracy, organization, and a proactive mindset in day-to-day operations.

Responsibilities include processing paperwork for accounts, handling client requests, coordinating exams, and maintaining records across systems. Growth opportunities exist within the firm as processes improve and client service expands.

Qualifications

• Experience in insurance or financial services preferred.
• Strong client service and administrative background.
• Excellent communication and attention to detail.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Prepare and process paperwork for insurance, investment, and advisory accounts.
• Handle client service requests (address updates, banking changes, loan inquiries, etc.).
• Manage workflow across CRM tasks, emails, calls, and incoming requests.
• Coordinate medical/paramedical exams and underwriting requirements.
• Monitor case progress and follow up on outstanding items.
• Maintain accurate client records across systems.
• Follow up with clients on documentation, payments, and scheduling meetings.
• Process returned documents (contracts, applications, transfers).
• Support internal operations projects and team initiatives.
• Build strong knowledge of firm services, philosophy, and solutions.

Skills

Customer service

Administrative skills

Communication skills

Attention to detail

Organizational ability

Analytical thinking

Multitasking

Growth mindset

Finance experience

Job description

Heckmann Financial seeks an Operations Associate to support our Wealth Management Team and enhance the client experience. The role emphasizes accuracy, organization, and a proactive mindset in day-to-day operations.

Responsibilities include processing paperwork for accounts, handling client requests, coordinating exams, and maintaining records across systems. Growth opportunities exist within the firm as processes improve and client service expands.