Operations Associate: Process & Tech Improvement

NorthRock Partners; Minneapolis (MN); On-site; USD 33,000 - 45,000; Full time

Benefits offered by this job

Company-funded ESOP

Retirement plans

Tuition reimbursement

Health/dental/vision coverage

Generous PTO

Job summary

NorthRock Partners seeks a detail-oriented operations professional to bolster client service delivery and drive process and technology improvements. The role supports advisors, prepares materials, and oversees onboarding and data integrity across systems.

You will lead efforts to optimize workflows, manage dashboards, and collaborate with internal teams and vendors. A finance/business background and strong Office/CRM skills are essential in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field (or equivalent experience).
• Experience in operations within a Registered Investment Advisory (RIA) firm preferred.
• Strong technical proficiency in Microsoft Office Suite and CRM systems (e.g., Salesforce).
• Excellent project management, communication, and organizational skills.
• Authorized to work in the United States; background check required.

Responsibilities

• Collaborate with Advisors and Client Service Associates to deliver high-quality operational and client service support.
• Prepare and review client meeting materials to ensure accuracy and timely delivery.
• Facilitate digital account openings and support new client onboarding initiatives.
• Maintain and update client portfolio data, including integrating external account information.
• Ensure timely processing and delivery of client statements, reports, and deliverables.
• Manage user accounts, workflows, dashboards, and administrative functions across core technology platforms.
• Partner with internal teams and vendors to implement technology solutions that improve efficiency.
• Identify innovation opportunities, industry trends, and best practices to enhance operations.
• Support and co-lead internal training sessions focused on technology adoption and process improvement.
• Troubleshoot operational and technical issues, providing scalable solutions.

Skills

Project management

Communication

Organizational skills

Technical proficiency

CRM experience

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Tools

Microsoft Office Suite

Salesforce

Job description

NorthRock Partners seeks a detail-oriented operations professional to bolster client service delivery and drive process and technology improvements. The role supports advisors, prepares materials, and oversees onboarding and data integrity across systems.

You will lead efforts to optimize workflows, manage dashboards, and collaborate with internal teams and vendors. A finance/business background and strong Office/CRM skills are essential in a fast-paced environment.