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Account Operations Associate Jobs in Chicago, IL

La Casa Norte

Operations Associate

Chicago, IL

$18.55 - $19.06/hr

Operations Associate Reports to: Operations Supervisor Salary Range: $18.55 - $19.06 FLSA Status ... Flexible Spending Accounts (FSA): Options for pre-tax savings on eligible healthcare, transit, and ...

Swisher

Associate National Account Manager

Chicago, IL · On-site

$126K - $131K/yr

The Associate assists in customer engagement, internal alignment, and day-to-day account operations to help drive volume, revenue, and overall account performance. Key Responsibilities * Support the ...

Swisher

Associate National Account Manager

Chicago, IL · On-site

$126K - $131K/yr

The Associate assists in customer engagement, internal alignment, and day-to-day account operations to help drive volume, revenue, and overall account performance. Key Responsibilities * Support the ...

M1 Finance

Broker Operations Associate

Chicago, IL

$70K - $85K/yr

Perform daily, weekly, and monthly account and security master maintenance tasks. * Manage operational compliance and risk monitoring process, such as margin risk monitoring, best execution analysis ...

M1 Finance

Broker Operations Associate

Chicago, IL · On-site +1

$70K - $85K/yr

Perform daily, weekly, and monthly account and security master maintenance tasks. * Manage operational compliance and risk monitoring process, such as margin risk monitoring, best execution analysis ...

M1 Finance

Broker Operations Associate

Chicago, IL

Perform daily, weekly, and monthly account and security master maintenance tasks.  * Manage operational compliance and risk monitoring process, such as margin risk monitoring, best execution ...

Core Spaces

Associate, Cash Operations

Chicago, IL · On-site

Company retirement options including 401(k) + matching & Roth account option Position Overview The Cash Operations Associate is a critical member of the Treasury team, responsible for driving the ...

Ci

Cybersecurity Operations Associate

Chicago, IL

$81K - $130K/yr

Operation and optimization of security tools, including but not limited to Azure Security (DLP ... This range takes into account the wide range of factors that are considered in making compensation ...

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Showing results 1-20

All JobsAccount Operations Associate JobsAccount Operations Associate Jobs in Chicago, IL

Account Operations Associate information

See Chicago, IL salary details

$30.4K

$58.5K

$80.4K

How much do account operations associate jobs pay per year?

As of Jul 14, 2026, the average yearly pay for account operations associate in Chicago, IL is $58,527.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,900.00 and $66,400.00 per year, depending on experience, location, and employer.

What is the difference between Account Operations Associate vs Customer Service Representative?

AspectAccount Operations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; customer service certifications optional
Work EnvironmentOffice setting, often in finance or banking sectorsCall centers, retail, or online support platforms
Employer & Industry UsageFinancial institutions, banking, fintech companiesRetail, telecommunications, service industries
Common Search & ComparisonFocuses on operational tasks related to accounts, data managementFocuses on direct customer interaction and issue resolution

The Account Operations Associate typically handles account management, data processing, and operational tasks within financial or banking environments. In contrast, Customer Service Representatives primarily engage with customers directly to resolve issues and provide support. While both roles require strong communication skills, the Associate role emphasizes back-end processes, whereas the Representative role is front-facing and customer-focused.

What cities near Chicago, IL are hiring for Account Operations Associate jobs? Cities near Chicago, IL with the most Account Operations Associate job openings:
Account Operations Associate jobs near you
Infographic showing various Account Operations Associate job openings in Chicago, IL as of July 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 84% In-person, 11% Hybrid, and 5% Remote job distribution, with an average salary of $58,527 per year, or $28.1 per hour.
Operations Associate

Operations Associate

Northwestern Mutual

Vernon Hills, IL • On-site

Full-time

Re-posted 16 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

145th of 281 rated insurance

Job description

Job Title: Operations Associate - Wealth Management
Company: Integrative Wealth Advisors, Northwestern Mutual
Location: Vernon Hills, IL
Employment Type: Full Time
Position Overview: The Operations Associate plays a critical role in supporting the day-to-day administrative and operational functions of a fast-paced wealth management team. This individual ensures a seamless client experience by managing account paperwork, processing transactions, and maintaining accurate records. The ideal candidate is detail-oriented, organized, and thrives in a structured, process-driven environment.
Key Responsibilities:
  • Prepare, review, and submit new account paperwork, ensuring accuracy and completeness
  • Facilitate account openings across investment and insurance platforms
  • Process client transactions including transfers, rollovers, distributions, and beneficiary updates
  • Monitor and track the status of account applications and transfers, following up as needed
  • Maintain organized and compliant client records and documentation
  • Coordinate with custodians, internal departments, and external partners to resolve operational issues
  • Ensure all activities comply with firm policies, regulatory requirements, and industry standards
  • Assist advisors and team members with administrative and operational tasks
  • Identify opportunities to improve processes and enhance efficiency

Qualifications:
  • Bachelor's degree preferred (Finance, Business, or related field a plus)
  • 1-3 years of experience in financial services, operations, or administrative support preferred
  • Strong attention to detail and accuracy
  • Excellent organizational and time-management skills
  • Ability to handle multiple tasks and prioritize effectively in a deadline-driven environment
  • Strong communication and problem-solving skills
  • Proficiency in Microsoft Oice (Excel, Word, Outlook); CRM experience is a plus

Preferred Skills:
  • Familiarity with account opening procedures and transfer processes (ACATs, rollovers, etc.)
  • Understanding of basic investment and insurance products
  • Experience working with custodial platforms What We Offer:
  • Competitive compensation and benefits package
  • Opportunities for professional development and growth
  • Collaborative and supportive team environment
  • Exposure to wealth management operations and client service

Benefits: $55,000-$65,000 depending on experience and licensing plus benefits

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Northwestern Mutual logo

About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

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