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Customer Operations Associate Jobs in Minnesota (NOW HIRING)

Northwestern Mutual

Operations Associate

Edina, MN · On-site

$65K - $75K/yr

The Operations Associate plays a critical role in delivering a seamless client experience by ... Maintain and update CRM systems with detailed client records, notes, and task tracking * Generate ...

Northwestern Mutual

Operations Associate

Edina, MN · On-site

The Operations Associate plays a critical role in delivering a seamless client experience by ... Maintain and update CRM systems with detailed client records, notes, and task tracking * Generate ...

Securian

Customer Operations Sr Rep

Saint Paul, MN · On-site

$18.80 - $32.69/hr

As a Customer Operations Senior Representative, you will play a key role in delivering an ... Associates get the benefit of working both virtually and in our offices. If you're within a ...

TEKsystems

Operations Associate

Saint Cloud, MN · On-site

$20/hr

Now Hiring for an Operations Associate for a large financial services company in St. Cloud, MN ... We accelerate business transformation for our customers. Our expertise in strategy, design ...

TEKsystems

Operations Associate

Saint Cloud, MN · On-site

$20/hr

Now Hiring for an Operations Associate for a large financial services company in St. Cloud, MN ... We accelerate business transformation for our customers. Our expertise in strategy, design ...

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Customer Operations Associate information

See Minnesota salary details

$9

$25

$49

How much do customer operations associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for customer operations associate in Minnesota is $25.18, according to ZipRecruiter salary data. Most workers in this role earn between $16.49 and $26.83 per hour, depending on experience, location, and employer.

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

To thrive as a Customer Operations Associate, you need strong problem-solving abilities, attention to detail, and familiarity with customer service processes, often supported by a bachelor’s degree or relevant experience. Proficiency with customer relationship management (CRM) software, ticketing systems, and basic office tools like spreadsheets is typically required. Excellent communication, patience, and a proactive attitude are essential soft skills for effectively addressing customer needs and collaborating with internal teams. These skills and qualities are crucial for ensuring customer satisfaction, efficient operations, and high-quality service delivery.

What are some common challenges faced by customer operations associates, and how can they be managed?

Customer Operations Associates often encounter challenges such as managing high volumes of customer inquiries, addressing complex or sensitive issues, and adapting to frequently changing procedures or technologies. Staying organized, maintaining clear communication, and proactively collaborating with team members can help manage these challenges effectively. Many organizations also provide ongoing training and support, enabling associates to continually develop their problem-solving and customer service skills.

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

AspectCustomer Operations AssociateCustomer Service Representative
Primary FocusHandling operational processes, order management, and backend supportAssisting customers directly with inquiries, complaints, and product information
Required SkillsProcess management, technical proficiency, problem-solvingCommunication skills, empathy, product knowledge
Work EnvironmentBackend teams, cross-departmental collaborationFrontline customer interaction, call centers, retail
Common UsageIn logistics, e-commerce, SaaS companiesIn retail, telecom, service industries

The Customer Operations Associate primarily manages backend processes and operational tasks, while the Customer Service Representative focuses on direct customer interactions. Both roles are essential in customer support but differ in their scope and daily responsibilities.

What does a customer operations associate do?

A customer operations associate is responsible for managing customer accounts, resolving issues, and ensuring a positive experience. They often use customer relationship management (CRM) tools and communicate via phone, email, or chat to support clients and coordinate internal processes.

What is a customer operations associate?

A customer operations associate is responsible for managing customer accounts, resolving issues, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and problem-solving skills to support customer satisfaction and retention.

What is the role of a customer operations associate?

A customer operations associate is responsible for managing customer accounts, resolving issues, and ensuring a positive customer experience. They often use customer relationship management (CRM) tools and require strong communication and problem-solving skills to support business operations effectively.

What are the most commonly searched types of Customer Operations jobs in Minnesota?

The most popular types of Customer Operations jobs in Minnesota are:

What are popular job titles related to Customer Operations Associate jobs in Minnesota?

For Customer Operations Associate jobs in Minnesota, the most frequently searched job titles are:

What job categories do people searching Customer Operations Associate jobs in Minnesota look for?

The top searched job categories for Customer Operations Associate jobs in Minnesota are:

What cities in Minnesota are hiring for Customer Operations Associate jobs?

Cities in Minnesota with the most Customer Operations Associate job openings:

Customer Operations Associate jobs near you
Infographic showing various Customer Operations Associate job openings in Minnesota as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $52,374 per year, or $25.2 per hour.

Operations Associate

Northwestern Mutual

Edina, MN • On-site

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

170th of 315 rated insurance

Job description

Itasca Wealth is an established wealth management firm that helps our clients realize their financial objectives by understanding their goals and creating a comprehensive strategy to help them achieve them. We build trusting and impactful relationships with our clients, communicate comprehensive planning with simplicity, and inspire & guide them through lifelong financial security.
The Operations Associate plays a critical role in delivering a seamless client experience by supporting both investment and insurance operations. This position is responsible for managing client accounts, processing financial transactions, and overseeing insurance applications while ensuring accuracy, compliance, and operational efficiency. Acting as a key liaison between advisors, clients, and home office partners, this individual helps drive workflow improvements and supports the full lifecycle of client service and account management.
Responsibilities include, but are not limited to:
  • Investment & Advisory Operations
    • Prepare and process paperwork for investment and advisory accounts, including new account setup, rollovers, and asset transfers
    • Monitor account funding, transfers, and transactions to ensure timely completion and accuracy
    • Execute retirement account rollovers and process client contributions, withdrawals, and redemptions
    • Maintain and update CRM systems with detailed client records, notes, and task tracking
    • Generate investment performance reports using tools such as Envestnet, Morningstar, and NMCIR
    • Assist with proposal updates, account reviews, and ongoing portfolio maintenance
    • Respond to home office inquiries and ensure compliance with operational and regulatory requirements
  • Insurance Operations & Underwriting Support
    • Manage the full lifecycle of insurance applications, from submission through underwriting and policy delivery
    • Review insurance applications, conversions, and policy changes for completeness and accuracy
    • Coordinate underwriting requirements, including medical and paramedical exams
    • Process non-securities insurance transactions such as policy changes, additional purchase benefits (APBs), and term conversions
    • Monitor case status and proactively follow up on outstanding requirements to ensure timely processing
    • Prepare insurance summaries, illustrations, and case materials for client meetings and reviews
  • Client Service & Relationship Management
    • Serve as a primary point of contact for client service needs across investment and insurance products
    • Respond to client inquiries related to account balances, policy details, and service requests
    • Process client requests including address updates, payment changes, loan requests, and policy servicing
    • Communicate proactively with clients regarding account status, funding issues, or underwriting requirements
    • Support advisors by preparing client meeting materials, agendas, and review documentation

Qualifications:
  • Life, Accident, and Health Insurance License (or must obtain within first 90 days of employment)
  • FINRA Series 6 & 63 (or ability to obtain)
  • Experience in financial services, wealth management, or insurance operations required
  • Strong administrative, organizational, and multitasking abilities in a fast-paced environment
  • Excellent attention to detail with a high degree of accuracy
  • Effective communication and client service skills
  • Ability to work independently and collaboratively across teams
  • Proficiency with Microsoft Office and CRM systems

Benefits:
  • Group health, dental and vision insurance plan with employer subsidy
  • Employer sponsored retirement plan with match
  • Employer paid short and long-term disability
  • PTO & Holidays

Itasca Wealth Advisors is a marketing name for doing business as representatives of Northwestern Mutual. Itasca Wealth Advisors 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.

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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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

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