Operations Lead — Client Services & Onboarding

Northwestern Mutual; Minnetonka (MN); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading wealth management firm is seeking a Lead Operations Associate in Minnetonka, MN. Responsibilities include client service support, managing communication, and coordinating underwriting. Candidates should have a bachelor's degree in finance and at least 3 years of relevant experience, along with required licenses. This role ensures a smooth and organized practice, contributing to a remarkable client experience. The position offers in-person work during business hours.

Qualifications

• Minimum 3 years of finance, client relations, financial operations, or financial planning experience.
• Active Series 7, and Series 63 registrations, or equivalent required.
• Active Minnesota Life, Accident, and Health Insurance license preferred.

Responsibilities

• Execute client service support directives based on client needs.
• Manage client communication and maintain compliant client records.
• Coordinate underwriting and manage insurance applications.

Skills

Client relations

Exceptional organizational skills

Strong communication skills

Attention to detail

Education

Bachelor’s degree in finance or related field

Job description

A leading wealth management firm is seeking a Lead Operations Associate in Minnetonka, MN. Responsibilities include client service support, managing communication, and coordinating underwriting. Candidates should have a bachelor's degree in finance and at least 3 years of relevant experience, along with required licenses. This role ensures a smooth and organized practice, contributing to a remarkable client experience. The position offers in-person work during business hours.