Operations Associate: Process & Tech Innovator

Jimmy Jazz; Minneapolis (MN); On-site; USD 33,000 - 46,000; Full time

Benefits offered by this job

ESOP

Retirement plans

Tuition reimbursement

Healthcare coverage

PTO

Job summary

NorthRock Partners is seeking an Operations professional in Minneapolis to support high-impact operational initiatives, enhance client service delivery, and drive process improvements across the firm.

The role emphasizes collaboration, attention to detail, and leveraging technology to improve efficiency. Bachelor's degree required, plus strong Office and CRM skills. Eligible to work in the United States with background check completion.

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.
• Successful completion of a credit and criminal background check is 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

Office proficiency

CRM experience

Project management

Communication

Education

Bachelor’s degree or equivalent experience in Finance/Economics/Business

Tools

Salesforce

Job description

NorthRock Partners is seeking an Operations professional in Minneapolis to support high-impact operational initiatives, enhance client service delivery, and drive process improvements across the firm.

The role emphasizes collaboration, attention to detail, and leveraging technology to improve efficiency. Bachelor's degree required, plus strong Office and CRM skills. Eligible to work in the United States with background check completion.