Operations Associate

Overall Function
Our team is looking for an ambitious individual who thrives in a fast-paced, team-focused work environment to join us as an Operations Associate. This role serves as a primary link between our internal departments, corporate home office, and the clients we serve. Successful completion of tasks and responsibilities in this role enables the team to focus their energy and efforts on revenue-generating activities, while fostering and developing impactful, enduring client relationships.

KEY RESPONSIBILITIES
Specific responsibilities may include but are not limited to:

CLIENT SERVICES & ADMINISTRATIVE SUPPORT

Edit, input, and distribute client meeting notes

Provide business operations & administrative support

Process address changes in CRM, CSS, and NetX360

Coordinate client gifts and tickets

Track gifts and tickets

Maintain Gift Log

Manage holiday card distribution

Track licensing and manage renewals and cancellations

Support client website needs, including:

Client registration

eDelivery setup

Account sharing between family members

Assist with client events

(Example: Sever’s Festival – send invitations and track attendees)

Webinars

Send email invitations to quarterly webinars

SCHEDULING

Confirm client meetings

Schedule client reviews

Setup Zoom links and send calendar invitations

Maintain calendars for multiple advisors

PERFORMANCE SKILLS

High sense of urgency with strong attention to detail

Exceptional organizational skills with the ability to follow through and execute in a timely manner

Strong problem identification, analytical and resolution skills

Self-motivated with a high level of initiative and autonomy

Team-oriented mindset with a collaborative attitude

QUALIFICATIONS

Experience in administrative support or customer service; financial services experience preferred

Excellent verbal and written communication skills

Ability to work independently with minimal supervision

Proficiency with Microsoft applications and accurate data entry

Ability to complete tasks within expected timeframes

Strong organizational and time-management skills

High level of accuracy with attention to detail

Proactive mindset with the ability to anticipate needs

Commitment to delivering an exceptional client experience

BENEFITS

Salary starting at $65,000

Health insurance

Dental insurance

Group Long-term disability income plan

Group Life Insurance

401(k) with match (after 6 months of employment)

Paid holidays and paid personal time off

Clark Wealth Management & Insurance Services is a marketing name for doing business as representatives of Northwestern Mutual. Clark Wealth Management & Insurance Services is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. To view detailed disclosures regarding individual representatives, view their information at https://clarkwealthmanagement.nm.com/