Client Services & Operations Associate - Northwestern Mutual

Denver • Highlands Ranch, CO

1d • Hybrid

About The Position

Synergy Wealth Management Group, backed by Northwestern Mutual, is a growing wealth management practice seeking a Client Service & Operations Associate. This role is crucial for supporting advisors, clients, and operational workflows, contributing to the practice's growth and client experience. The ideal candidate is organized, relationship-oriented, and eager to build a long-term career in financial services, with opportunities for professional licensing and development.

Requirements

• Financial services, insurance, wealth management, banking, or related industry experience 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

Benefits

• Bonuses for achieving industry designations
• PTO plus holiday time off (for full-time position)
• Medical coverage (for full-time position)
• Matching 401(k) plan (for full-time position)
• Remote work option of up to two days per week after 90 days of employment
• Laptop provided
• Specific and clearly defined pay structure
• Fairness and transparency in pay
• Environment that fosters creative ideas, challenges, leadership roles, and goal achievement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed