Client Services & Operations Associate – Growth in Wealth Mgmt

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

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.