... advice and personalized service. As we grow, we're looking for a selfdisciplined ... Support the Director of Operations on a full range of departmental tasks across investment and ...
... advice and personalized service. As we grow, we're looking for a selfdisciplined ... Support the Director of Operations on a full range of departmental tasks across investment and ...
Client Operations Associate - Manager
$70K - $85K/yr
... a Client Operations Associate / Manager to our team. This isn't a back-office role. You'll work ... and service requests · Coordinate between advisors, leadership, and custodians · Identify and ...
Quick apply
Client Operations Associate - Manager
$70K - $85K/yr
... a Client Operations Associate / Manager to our team. This isn't a back-office role. You'll work ... and service requests · Coordinate between advisors, leadership, and custodians · Identify and ...
Operations Associate, Client Services
Minneapolis, MN · On-site
$60K - $75K/yr
Provide high-quality service and operational support to registered representatives, support staff ... Research and resolve customer inquiries in a timely and professional manner * Respond to inquiries ...
Operations Associate, Client Services
Minneapolis, MN · On-site
$60K - $75K/yr
Provide high-quality service and operational support to registered representatives, support staff ... Research and resolve customer inquiries in a timely and professional manner * Respond to inquiries ...
Operations Associate, Client Services
Minneapolis, MN · On-site
$60K - $75K/yr
Provide high-quality service and operational support to registered representatives, support staff ... Research and resolve customer inquiries in a timely and professional manner * Respond to inquiries ...
Operations Associate, Client Services
Minneapolis, MN · On-site
$60K - $75K/yr
Provide high-quality service and operational support to registered representatives, support staff ... Research and resolve customer inquiries in a timely and professional manner * Respond to inquiries ...
Operations Associate, Client Services
$60K - $75K/yr
Provide high-quality service and operational support to registered representatives, support staff ... Research and resolve customer inquiries in a timely and professional manner * Respond to inquiries ...
Operations Associate, Client Services
$60K - $75K/yr
Provide high-quality service and operational support to registered representatives, support staff ... Research and resolve customer inquiries in a timely and professional manner * Respond to inquiries ...
Wells Fargo is seeking a Securities Operations Associate within the Money Movement Request ... customer service, funding operations, custodial operations, securities settlement services ...
Wells Fargo is seeking a Securities Operations Associate within the Money Movement Request ... customer service, funding operations, custodial operations, securities settlement services ...
The Court Operations Associate position is a fast paced, highly detail orientated position with a ... Ability to provide exceptional customer service while working under pressure in a high volume, fast ...
The Court Operations Associate position is a fast paced, highly detail orientated position with a ... Ability to provide exceptional customer service while working under pressure in a high volume, fast ...
The Court Operations Associate position is a fast paced, highly detail orientated position with a ... Ability to provide exceptional customer service while working under pressure in a high volume, fast ...
The Court Operations Associate position is a fast paced, highly detail orientated position with a ... Ability to provide exceptional customer service while working under pressure in a high volume, fast ...
Service Operations Specialist
Minneapolis, MN · On-site
$26.15 - $35.96/hr
Associate degree or equivalent. * Experience: 1-3 years of experience in service or operations. * Post-secondary education and relevant work experience may be interchanged to meet the combined total ...
Service Operations Specialist
Minneapolis, MN · On-site
$26.15 - $35.96/hr
Associate degree or equivalent. * Experience: 1-3 years of experience in service or operations. * Post-secondary education and relevant work experience may be interchanged to meet the combined total ...
Service Operations Specialist
$26.15 - $35.96/hr
Associate degree or equivalent. * Experience: 1-3 years of experience in service or operations. * Post-secondary education and relevant work experience may be interchanged to meet the combined total ...
Service Operations Specialist
$26.15 - $35.96/hr
Associate degree or equivalent. * Experience: 1-3 years of experience in service or operations. * Post-secondary education and relevant work experience may be interchanged to meet the combined total ...
OPPORTUNITY The Bahnsen Group (TBG) is seeking an Associate to join their Operations Department ... Minimum of 3 years of administrative experience (customer service experience plus) * Bachelor ...
OPPORTUNITY The Bahnsen Group (TBG) is seeking an Associate to join their Operations Department ... Minimum of 3 years of administrative experience (customer service experience plus) * Bachelor ...
Operations Associate (Financial Services)
Minnetonka, MN · On-site
$70K - $90K/yr
OPPORTUNITY The Bahnsen Group (TBG) is seeking an Associate to join their Operations Department ... Minimum of 3 years of administrative experience (customer service experience plus) * Bachelor ...
Operations Associate (Financial Services)
Minnetonka, MN · On-site
$70K - $90K/yr
OPPORTUNITY The Bahnsen Group (TBG) is seeking an Associate to join their Operations Department ... Minimum of 3 years of administrative experience (customer service experience plus) * Bachelor ...
Customer Service Associate
Saint Paul, MN · On-site
$23.08 - $28.38/hr
The individual collaborates cross-functionally with Commercial, Operations, Engineering, Supply ... Responsibilities The Customer Service Associate will be responsible for the following tasks:
Customer Service Associate
Saint Paul, MN · On-site
$23.08 - $28.38/hr
The individual collaborates cross-functionally with Commercial, Operations, Engineering, Supply ... Responsibilities The Customer Service Associate will be responsible for the following tasks:
We are seeking a motivated and creative Operations Associate to oversee merchandise displays and ... Experience executing warehouse duties within a retail, customer service, or sales environment
We are seeking a motivated and creative Operations Associate to oversee merchandise displays and ... Experience executing warehouse duties within a retail, customer service, or sales environment
Warehouse Operations Associate
$20 - $23/hr
As a Warehouse Operations Associate, you'll take on a variety of essential warehouse ... our customers while fostering a supportive and collaborative work environment. Join us and be a ...
Quick apply
Warehouse Operations Associate
$20 - $23/hr
As a Warehouse Operations Associate, you'll take on a variety of essential warehouse ... our customers while fostering a supportive and collaborative work environment. Join us and be a ...
Warehouse Operations Associate
New Richland, MN · On-site
$20 - $23/hr
As a Warehouse Operations Associate, you'll take on a variety of essential warehouse ... our customers while fostering a supportive and collaborative work environment. Join us and be a ...
Warehouse Operations Associate
New Richland, MN · On-site
$20 - $23/hr
As a Warehouse Operations Associate, you'll take on a variety of essential warehouse ... our customers while fostering a supportive and collaborative work environment. Join us and be a ...
Warehouse Operations Associate
$20 - $23/hr
As a Warehouse Operations Associate, you'll take on a variety of essential warehouse ... our customers while fostering a supportive and collaborative work environment. Join us and be a ...
Warehouse Operations Associate
$20 - $23/hr
As a Warehouse Operations Associate, you'll take on a variety of essential warehouse ... our customers while fostering a supportive and collaborative work environment. Join us and be a ...
We are seeking a motivated and creative Operations Associate to oversee merchandise displays and ... Experience executing warehouse duties within a retail, customer service, or sales environment
We are seeking a motivated and creative Operations Associate to oversee merchandise displays and ... Experience executing warehouse duties within a retail, customer service, or sales environment
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient ... Deliver exceptional service Support the team in creating outstanding client experiences and ...
As an Operations Associate , you'll be the backbone of the store-ensuring smooth, efficient ... Deliver exceptional service Support the team in creating outstanding client experiences and ...
The Associate coordinates workstreams for Separate Accounts, Fund Investments and Collective Trusts ... client service impacts. * Maintain accurate records in workflow/CRM systems, identify process ...
The Associate coordinates workstreams for Separate Accounts, Fund Investments and Collective Trusts ... client service impacts. * Maintain accurate records in workflow/CRM systems, identify process ...
Customer Service Operations Associate information
What is a customer service operations associate?
What are the key skills and qualifications needed to thrive as a Customer Service Operations Associate, and why are they important?
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What does a customer operations associate do?
What does a Customer Service Operations Associate do?
What jobs pay 4000 a week without a degree?
Full-time
Medical, Dental, Life, Retirement, PTO
Re-posted 11 days ago
Northwestern Mutual rating
8.0
Based on 73 frontline employees who took The Breakroom Quiz
145th of 281 rated insurance
Job description
Cowell Financialis an established, comprehensive financial advisory firm located in the beautiful Brainerd Lakes Area.We are committed to helping our clients achieve financial clarity and security through thoughtful advice and personalized service. As we grow, we're looking for a selfdisciplined, detailorientedOperations Associateto join our team and support the administrative backbone of our financial planning practice.
TheOperations Associatewill work closely with the Director of Operations to ensure smooth execution of investment and insurance-related processes. This role combines client communication with backend administration and is ideal for someone who enjoys working in a fast-paced, collaborative environment and takes pride in accuracy, follow-through, and exceptional client service.
Responsibilities include but are not limited to:
- Support the Director of Operations on a full range of departmental tasks across investment and insurance workflows
- Communicate directly with clients by phone and email to gather information, clarify instructions, and provide status updates
- Prepare and submit applications, paperwork, and account forms for insurance and investment products
- Execute directives reflecting client needs and internal priorities with precision and timeliness
- Keep up to date on software updates, new product offerings, and compliance requirements
- Participate in ongoing training and professional development to strengthen technical and industry knowledge
Qualifications:
- 1-2 years of financial industry required
- Post secondary degree preferred
- Proficient with Microsoft Excel, Outlook, and Word
- Strong written communication skills, including excellent grammar, punctuation, and typing skills
- Demonstrated critical thinking and problem-solving ability
- Meticulous attention to detail and commitment to accuracy
- Proven ability to manage multiple projects and deadlines simultaneously
- Strong sense of confidentiality and adherence to compliance standards
- Welcomes and expects change and desires to work in a fast-paced, efficient, and high-performing environment
- Reliable, deadline driven, and able to prioritize work effectively
- Possesses a "can do," positive attitude
- Preferred licensing: Life/Health, SIE, Series 6, Series 63, or Series 7
Benefits
- Health insurance
- Dental insurance
- Long-term disability income plan
- Life insurance
- 401(k) with match
- Professional designation program
- Paid holidays & paid personal time off
David T Cowell uses Cowell Financial as a marketing name for doing business as representatives of Northwestern Mutual. Cowell Financial 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, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. David T Cowell is an Insurance Agent of NM.
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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