Client Services & Operations Associate

Northwestern Mutual; Highlands Ranch (CO); Hybrid; USD 21,000 - 34,000; Full time

Benefits offered by this job

Remote work up to 2 days/week after 90

Laptop provided

PTO + holidays

Medical coverage

401(k) matching

Clear pay structure

Job summary

Northwestern Mutual – Highlands Ranch is seeking a Client Service & Operations Associate to support advisors, clients, and daily workflows. You’ll manage data, assist with account paperwork, and help maintain accurate records while delivering excellent service.

This role offers part-time or full-time hours, a pay range of $20–$25 per hour, and a remote option up to two days per week after 90 days. Training and licensing opportunities are available as you grow your career in financial services.

Qualifications

• Experience in financial services, insurance, wealth management, or related industry preferred.
• Strong attention to detail and organizational skills.
• Excellent communication and client service skills.
• Ability to manage multiple priorities and deadlines.
• Proficiency with Microsoft Office and business technology platforms.
• Willingness to obtain Insurance and Investment licenses.

Responsibilities

• Perform data entry and maintain accurate client records.
• Assist with account paperwork and operational documentation.
• Coordinate appointments, scheduling, and client communications.
• Support advisors with administrative and operational needs.
• Track pending items and ensure timely follow-up.
• Maintain organized client files and records.
• Provide exceptional service to clients and business partners.
• Assist with special projects and day-to-day office operations.

Skills

Attention to detail

Organizational skills

Excellent communication

Client service

Multitasking

Long-term career focus

Licensing willingness

Tools

Microsoft Office

Business technology platforms

Job description

Client Service & Operations Associate

Northwestern Mutual – Highlands Ranch

About Us

Synergy Wealth Management Group is a growing wealth management practice backed by Northwestern Mutual. We believe in a collaboration of talent working together to grow the business and create a valuable client experience. As one of our team members, you will play a critical role in helping support our advisors, clients, and operational workflows while contributing to the continued growth of the practice.

The Role

Your ability to stay organized, build relationships, and support both advisors and clients is vital. As a Client Service & Operations Associate, you will help maintain efficient business operations, provide administrative support, and ensure a high-quality client experience. This role is ideal for someone seeking a long-term career within the financial services industry and who is interested in expanding their responsibilities through professional licensing and development.

Key Responsibilities

• Perform data entry and maintain accurate client records
• Assist with account paperwork and operational documentation
• Coordinate appointments, scheduling, and client communications
• Support advisors with administrative and operational needs
• Track pending items and ensure timely follow-up
• Maintain organized client files and records
• Provide exceptional service to clients and business partners
• Assist with special projects and day-to-day office operations

What You Will Bring

• Financial services, insurance, wealth management, banking, or related industry experience preferred
• Strong attention to detail and organizational skills
• Excellent communication and client service skills
• Ability to manage multiple priorities and deadlines
• Proficiency with Microsoft Office and business technology platforms
• Desire to build a long‑term career with a growing practice
• Willingness to obtain Insurance and Investment licenses

What We Offer

• Part‑time or fulltime position.
• Competitive pay starting at $20-$25 per hour, based on experience.
• Bonuses for achieving industry designations.
• PTO plus holiday time off (for full‑time position)
• Medical coverage. (for full‑time position)
• Matching 401(k) plan. (for full‑time position)
• Remote work option of up to two days per week after 90 days of employment.
• Laptop provided.
• Specific and clearly defined pay structure.

We prioritize fairness and transparency, which is why we disclose the salary ranges. Final salaries are determined by several factors, including the candidate’s skills and experience, and current market.

We are committed to fostering an environment in which each employee can contribute creative ideas, face challenges, assume leadership roles, and continue to meet and exceed both business and personal goals.