Job Title: Operations Associate - Wealth Management Company: Integrative Wealth Advisors ... Proficiency in Microsoft Oice (Excel, Word, Outlook); CRM experience is a plus Preferred Skills:
Job Title: Operations Associate - Wealth Management Company: Integrative Wealth Advisors ... Proficiency in Microsoft Oice (Excel, Word, Outlook); CRM experience is a plus Preferred Skills:
Operations Associate
Vernon Hills, IL · On-site
Job Title: Operations Associate - Wealth Management Company: Integrative Wealth Advisors ... Proficiency in Microsoft Oice (Excel, Word, Outlook); CRM experience is a plus Preferred Skills:
Operations Associate
Vernon Hills, IL · On-site
Job Title: Operations Associate - Wealth Management Company: Integrative Wealth Advisors ... Proficiency in Microsoft Oice (Excel, Word, Outlook); CRM experience is a plus Preferred Skills:
Operations Associate
Vernon Hills, IL · On-site
Job Title: Operations Associate - Wealth Management Company: Integrative Wealth Advisors ... Proficiency in Microsoft O????ice (Excel, Word, Outlook); CRM experience is a plus Preferred Skills:
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Operations Associate
Vernon Hills, IL · On-site
Job Title: Operations Associate - Wealth Management Company: Integrative Wealth Advisors ... Proficiency in Microsoft O????ice (Excel, Word, Outlook); CRM experience is a plus Preferred Skills:
Senior Customer Operations Specialist
Wheeling, IL · On-site
$70K - $82K/yr
Associate's degree required; Bachelor's degree preferred * Advanced proficiency with Microsoft ... customer operations, customer service, or order management experience, preferably in a ...
Senior Customer Operations Specialist
Wheeling, IL · On-site
$70K - $82K/yr
Associate's degree required; Bachelor's degree preferred * Advanced proficiency with Microsoft ... customer operations, customer service, or order management experience, preferably in a ...
Senior Customer Operations Specialist
Wheeling, IL · On-site
$70K - $82K/yr
Associate's degree required; Bachelor's degree preferred * Advanced proficiency with Microsoft ... customer operations, customer service, or order management experience, preferably in a ...
Senior Customer Operations Specialist
Wheeling, IL · On-site
$70K - $82K/yr
Associate's degree required; Bachelor's degree preferred * Advanced proficiency with Microsoft ... customer operations, customer service, or order management experience, preferably in a ...
Senior Customer Operations Specialist
$70K - $82K/yr
Associate's degree required; Bachelor's degree preferred * Advanced proficiency with Microsoft ... customer operations, customer service, or order management experience, preferably in a ...
Senior Customer Operations Specialist
$70K - $82K/yr
Associate's degree required; Bachelor's degree preferred * Advanced proficiency with Microsoft ... customer operations, customer service, or order management experience, preferably in a ...
Senior Customer Operations Specialist
Wheeling, IL · On-site
$70K - $82K/yr
Associate's degree required; Bachelor's degree preferred * Advanced proficiency with Microsoft ... customer operations, customer service, or order management experience, preferably in a ...
Senior Customer Operations Specialist
Wheeling, IL · On-site
$70K - $82K/yr
Associate's degree required; Bachelor's degree preferred * Advanced proficiency with Microsoft ... customer operations, customer service, or order management experience, preferably in a ...
Senior Customer Operations Specialist
Wheeling, IL · On-site
$70K - $82K/yr
Associate's degree required; Bachelor's degree preferred * Advanced proficiency with Microsoft ... customer operations, customer service, or order management experience, preferably in a ...
Senior Customer Operations Specialist
Wheeling, IL · On-site
$70K - $82K/yr
Associate's degree required; Bachelor's degree preferred * Advanced proficiency with Microsoft ... customer operations, customer service, or order management experience, preferably in a ...
Operations Associate
Northbrook, IL · On-site
Drawn together by a shared passion for our customers and a spirit of fun, we deliver high-quality ... As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and ...
Operations Associate
Northbrook, IL · On-site
Drawn together by a shared passion for our customers and a spirit of fun, we deliver high-quality ... As a C&B Operations Associate, you will play a vital role in maintaining an efficient stockroom and ...
Finance Operations Associate
Waukegan, IL · On-site
As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...
Finance Operations Associate
Waukegan, IL · On-site
As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...
Maintain detailed records of all transactions and communications in the CRM and custodial platforms ... Service Operations Associate II: Increased ownership of complex transactions, custodial ...
Maintain detailed records of all transactions and communications in the CRM and custodial platforms ... Service Operations Associate II: Increased ownership of complex transactions, custodial ...
As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...
As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...
As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...
As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...
As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...
As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...
Finance Operations Associate
Kenosha, WI · On-site
As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...
Finance Operations Associate
Kenosha, WI · On-site
As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...
As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...
As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...
As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...
As a Finance Operations Associate on Uline's Finance team, you'll work with customers to keep accounts running smoothly and support essential tax processes. If you're eager to learn, we will train ...
Seasonal Operations Associate
Algonquin, IL · On-site
A Seasonal Operations Associate's role is to create an outstanding customer experience by performing operations functions within the store. This is an early morning position and you will work with ...
Seasonal Operations Associate
Algonquin, IL · On-site
A Seasonal Operations Associate's role is to create an outstanding customer experience by performing operations functions within the store. This is an early morning position and you will work with ...
Working with engineering associates and established Astec guidelines. Responsible for research as ... Understand all shipping options available to our customers (small packages, LTL, full truck load ...
Working with engineering associates and established Astec guidelines. Responsible for research as ... Understand all shipping options available to our customers (small packages, LTL, full truck load ...
Customer Service - You're maneuvering around the store at a fast pace, working with all the latest merchandise, but when a customer stops to ask you a question or request assistance, there's no one ...
Customer Service - You're maneuvering around the store at a fast pace, working with all the latest merchandise, but when a customer stops to ask you a question or request assistance, there's no one ...
Customer Operations Associate information
See Gurnee, IL salary details
$9.23 - $12.79
14% of jobs
$15.74 is the 25th percentile. Wages below this are outliers.
$12.79 - $16.36
14% of jobs
The median wage is $19.85 / hr.
$16.36 - $19.93
23% of jobs
$19.93 - $23.49
7% of jobs
$26.01 is the 75th percentile. Wages above this are outliers.
$23.49 - $27.06
24% of jobs
$27.06 - $30.62
4% of jobs
$30.62 - $34.19
4% of jobs
$34.19 - $37.76
3% of jobs
$37.76 - $41.32
3% of jobs
$41.32 - $44.89
2% of jobs
$44.89 - $48.45
1% of jobs
$9
$24
$48
How much do customer operations associate jobs pay per hour?
What are the key skills and qualifications needed to thrive as a customer operations associate?
What are some common challenges faced by customer operations associates, and how can they be managed?
What is the difference between Customer Operations Associate vs Customer Service Representative?
| Aspect | Customer Operations Associate | Customer Service Representative |
|---|---|---|
| Primary Focus | Handling operational processes, order management, and backend support | Assisting customers directly with inquiries, complaints, and product information |
| Required Skills | Process management, technical proficiency, problem-solving | Communication skills, empathy, product knowledge |
| Work Environment | Backend teams, cross-departmental collaboration | Frontline customer interaction, call centers, retail |
| Common Usage | In logistics, e-commerce, SaaS companies | In 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?
What is a customer operations associate?
What is the role of a customer operations associate?
What job categories do people searching Customer Operations Associate jobs in Gurnee, IL look for?
The top searched job categories for Customer Operations Associate jobs in Gurnee, IL are:
What cities near Gurnee, IL are hiring for Customer Operations Associate jobs?
Cities near Gurnee, IL with the most Customer Operations Associate job openings:

Full-time
Re-posted 3 days ago
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 Â
- Process client transactions including transfers, rollovers, distributions, and beneficiary updates Â
- Monitor and track the status of account applications and transfers, following up as needed Â
- Maintain organized and compliant client records and documentation Â
- Coordinate with custodians, internal departments, and external partners to resolve operational issues Â
- Ensure all activities comply with firm policies, regulatory requirements, and industry standards Â
- Assist advisors and team members with administrative and operational tasks Â
- Identify opportunities to improve processes and enhance efficiency
Qualifications: Â
- Bachelor’s degree preferred (Finance, Business, or related field a plus)Â
- 1–3 years of experience in financial services, operations, or administrative support preferredÂ
- Strong attention to detail and accuracy Â
- Excellent organizational and time-management skills Â
- Ability to handle multiple tasks and prioritize effectively in a deadline-driven environment Â
- Strong communication and problem-solving skills Â
- Proficiency in Microsoft Oice (Excel, Word, Outlook);Â CRM experience is a plus
Preferred Skills: Â
- Familiarity with account opening procedures and transfer processes (ACATs, rollovers, etc.) Â
- Understanding of basic investment and insurance products Â
- Experience working with custodial platforms What We Offer: Â
- Competitive compensation and benefits package Â
- Opportunities for professional development and growth Â
- Collaborative and supportive team environment Â
- Exposure to wealth management operations and client service
Benefits: $55,000-$65,000 depending on experience and licensing plus benefits