1

Customer Service Operations Associate Jobs in Minneapolis, MN

... client service and account management. Responsibilities include, but are not limited to ... Maintain and update CRM systems with detailed client records, notes, and task tracking * Generate ...

Operations Associate - Part Time

Edina, MN · On-site

$19.80 - $22.90/hr

VOTRE PROFIL Operations Associate - Part Time Publiée le 17.07.2026 Sephora Retail Référence ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

VOTRE PROFIL Operations Associate - Part Time Publiée le 26.05.2026 Sephora Retail Référence ... Deliver exceptional service Support the team in creating outstanding client experiences and ...

Facility Operations Runner

Minneapolis, MN · On-site

$16.50 - $19.50/hr

As a Facility Operations Associate, you'll ensure seamless food order flow, handle admin tasks, troubleshoot issues, and deliver top-notch customer service. About the Role: * Organize and transport ...

As a Facility Operations Associate, you'll ensure seamless food order flow, handle admin tasks, troubleshoot issues, and deliver top-notch customer service. About the Role: * Organize and transport ...

Showing results 21-40

Customer Service Operations Associate information

See Minneapolis, MN salary details

$10

$26

$52

How much do customer service operations associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for customer service operations associate in Minneapolis, MN is $26.84, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $28.61 per hour, depending on experience, location, and employer.

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

To thrive as a Customer Service Operations Associate, you need strong problem-solving abilities, attention to detail, and experience in customer support, often supported by a relevant degree or prior customer service experience. Familiarity with CRM software, ticketing systems, and communication platforms is typically required. Excellent interpersonal skills, patience, and adaptability enable you to handle diverse customer interactions and work effectively in a team environment. These skills ensure efficient resolution of customer issues, high satisfaction rates, and smooth operational workflows.

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

Customer Service Operations Associates often encounter challenges such as managing a high volume of inquiries, handling difficult customer interactions, and adapting to evolving company policies or technology. To address these, it's important to develop strong communication and time management skills, seek support from team leads or mentors, and stay updated on product knowledge and best practices. Many organizations offer ongoing training and encourage collaboration within the team, which helps associates continuously improve their problem-solving abilities and overall performance.

What does a customer service operations associate do?

A Customer Service Operations Associate supports the daily functions of a customer service team by handling customer inquiries, resolving issues, and ensuring efficient workflow. They often process orders, manage customer accounts, and collaborate with other departments to address customer needs. Their role is crucial in maintaining customer satisfaction and improving service processes. These associates also help implement policies and use software tools to track and report on service metrics.
What are the most commonly searched types of Customer Service Operations jobs in Minneapolis, MN? The most popular types of Customer Service Operations jobs in Minneapolis, MN are:
What are popular job titles related to Customer Service Operations Associate jobs in Minneapolis, MN? For Customer Service Operations Associate jobs in Minneapolis, MN, the most frequently searched job titles are:
What job categories do people searching Customer Service Operations Associate jobs in Minneapolis, MN look for? The top searched job categories for Customer Service Operations Associate jobs in Minneapolis, MN are:
What cities near Minneapolis, MN are hiring for Customer Service Operations Associate jobs? Cities near Minneapolis, MN with the most Customer Service Operations Associate job openings:
Infographic showing various Customer Service Operations Associate job openings in Minneapolis, MN as of June 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $55,817 per year, or $26.8 per hour.

Operations Associate

Northwestern Mutual

Minneapolis, MN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 2 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: $65,000-$75,000 depending on qualifications

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 preferred
  • 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


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