Operations Associate

Northwestern Mutual • St. Cloud, MN

5d • Onsite

About The Position

As a wealth management firm, we help our clients make the most of their money so they can confidently do more and worry less. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences and services for a lifetime of financial security. The Operations Associate serves as the primary link between our internal departments, corporate office, and the clients we serve. This individual helps to coordinate and ensure an organized practice. This role’s seamless and time-sensitive execution is critical to a memorable client experience. Successful completion of tasks and responsibilities empowers the team to focus their energy and efforts on revenue-generating activity while fostering and developing impactful and enduring client relationships. This position is located in the Northwestern Mutual – St Cloud District Office, located at 705 36th St S, St Cloud, MN 56301, with working hours between 8:00 AM – 4:00 PM.

Requirements

• High sense of urgency, attention to detail, and exceptional organizational skills
• Excellent oral and written communication skills
• Task-minded with the ability to follow through and execute in a timely manner
• High degree of initiative and autonomy
• Demonstrates ability to maintain effective working relationships within the firm and its clients

Nice To Haves

• Bachelor’s degree preferred in finance or related field
• Financial operations and/or financial planning experience preferred
• MN State Life, Accident and Health licensed, or ability to gain licensing within six months of employment
• Client Resource Management experience preferred

Responsibilities

• Business operations & administrative support
• Client service support: executing directives based on client needs
• Manage client communication including correspondence, notes, files, and maintain compliant client records
• Completion and submission of applications and account paperwork for processing, and coordinating underwriting support
• Underwriting support: schedule necessary medical exams, obtain pre-application Information, prepare insurance applications, update client records, monitor applications in underwriting and prepare policies for delivery
• Investment operations support: Partner with internal Planning Department to open and track new investment accounts, prepare Investment paperwork for implementation and complete check deposit forms, and track money transfers
• Keep up to date on software system enhancements, new products and compliance changes/opportunities
• Participate in learning opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level