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Client Operations Associate Jobs in Minnesota (NOW HIRING)

Client facing retail or service industry experience Pay Range: $14.00 - $20.20 Kohl's offers a ... associates depending on full-time/part-time status and work hours, including: WORK LIFE BALANCE ...

You will efficiently process freight, replenishment, and omni channel operations. What You'll Do ... Client facing retail or service industry experience Essential Functions The requirements listed ...

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Client Operations Associate information

See Minnesota salary details

$11

$25

$52

How much do client operations associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client operations associate in Minnesota is $25.70, according to ZipRecruiter salary data. Most workers in this role earn between $17.40 and $29.66 per hour, depending on experience, location, and employer.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What are the key skills and qualifications needed to thrive as a client operations associate?

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a client operations associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

How does a client operations associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.
What are the most commonly searched types of Client Operations jobs in Minnesota? The most popular types of Client Operations jobs in Minnesota are:
What cities in Minnesota are hiring for Client Operations Associate jobs? Cities in Minnesota with the most Client Operations Associate job openings:
Infographic showing various Client Operations Associate job openings in Minnesota as of August 2026, with employment types broken down into 88% Full Time, 9% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $53,464 per year, or $25.7 per hour.

Lead Operations Associate

Northwestern Mutual

Hopkins, MN • On-site

Full-time

Re-posted 12 days ago


Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 73 frontline employees who took The Breakroom Quiz

163rd of 304 rated insurance


Job description

Salary: $60,000-$80,000

About Vertex Capital Planning

At Vertex Capital Planning, our commitment is to treat our clients as family, ensuring they can face the future with foresight and peace of mind. As a wealth management firm, we create clarity for our clients to live generous and experiential lives. Our clients are families, business owners and leaders. 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.


Position Details

TheLeadOperations Associateserves as the primary link between our internal departments, corporate office, and the clients we serve. This individual helps ensure and coordinate an organized practice. This roles 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, enduring client relationships.This position is located in the Northwestern Mutual Minneapolis District Office at 601 Carlson Parkway Suite 300 Minnetonka, MN 55305, with in-person hours between 8:00 AM 4:00 PM.


Responsibilities include but are not limited to:

  • 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 management: 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: execute new client onboarding, incoming account transfers, incoming rollovers, withdrawal and deposit requests, and rebalancing tasks
  • Team coordination: work with multiple team members to drive good client experience & service
  • Keep up to date on software system enhancements, new products, and compliance changes/opportunities
  • Participate in learning opportunities


Qualifications:

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


Performance Skills:

  • Coachability: possesses a growth mindset and is receptive to guidance and coaching from team members and leadership
  • 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


Brady Lindemann uses Vertex Capital Planning as a marketing name for doing business as a representative of Northwestern Mutual. Vertex Capital Planning is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Brady Paul Lindemann is an Insurance Agent of NM. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.


What Northwestern Mutual employees say

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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