Client Operations Associate - Fast-Paced Admin & Impact

Northwestern Mutual; Edina (MN); On-site; USD 58,500 - 71,500; Full time

Benefits offered by this job

Health insurance

Dental insurance

401(k) with match

Paid holidays

Paid personal time off

Job summary

Northwestern Mutual is seeking an Operations Associate in Edina, Minnesota. This role acts as a primary link between internal departments and clients, ensuring seamless administrative and client support. Responsibilities include editing client notes, scheduling meetings, and managing events, requiring exceptional organizational skills and attention to detail. The position offers a salary starting at $65,000, health and dental insurance, a 401(k) plan, and paid time off.

Qualifications

• Experience in administrative support or customer service; financial services experience preferred.
• Ability to work independently with minimal supervision.
• Proficiency with Microsoft applications and accurate data entry.
• Strong organizational and time-management skills.

Responsibilities

• Edit, input, and distribute client meeting notes.
• Provide business operations & administrative support.
• Coordinate client gifts and tickets, including tracking and maintaining log.
• Schedule client meetings and maintain calendars for multiple advisors.
• Assist with client events and webinars.

Skills

Strong attention to detail

Organizational skills

Problem identification and resolution

Communication skills

Proactive mindset

Tools

Microsoft applications

Job description

Northwestern Mutual is seeking an Operations Associate in Edina, Minnesota. This role acts as a primary link between internal departments and clients, ensuring seamless administrative and client support. Responsibilities include editing client notes, scheduling meetings, and managing events, requiring exceptional organizational skills and attention to detail. The position offers a salary starting at $65,000, health and dental insurance, a 401(k) plan, and paid time off.