Client Services & Operations Associate - Remote Growth Path

Northwestern Mutual - Denver; Highlands Ranch (CO); Hybrid; USD 28,000 - 34,000; Part time

Benefits offered by this job

PTO plus holidays

Medical coverage

Matching 401(k)

Remote work up to two days per week

Laptop provided

Clear pay structure

Job summary

Northwestern Mutual – Highlands Ranch invites applications for a Client Service & Operations Associate to support advisors, clients, and operational workflows. The role emphasizes organization, relationship-building, and a path toward professional licensing in insurance and investments.

Part-time or full-time hours, with benefits as described, and a remote work option up to two days per week after 90 days. Responsibilities include data entry, client records, handling paperwork, scheduling, and

Qualifications

• Experience in financial services, insurance, wealth management, banking, 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.
• Desire to build a long‑term career with a growing practice.
• 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

Communication skills

Client service

Organizational skills

Multitasking

Microsoft Office

Licensing readiness

Tools

Microsoft Office

Job description

Northwestern Mutual – Highlands Ranch invites applications for a Client Service & Operations Associate to support advisors, clients, and operational workflows. The role emphasizes organization, relationship-building, and a path toward professional licensing in insurance and investments.

Part-time or full-time hours, with benefits as described, and a remote work option up to two days per week after 90 days. Responsibilities include data entry, client records, handling paperwork, scheduling, and