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Operations Associate Three Jobs in Illinois (NOW HIRING)

Life Fitness

Customer Operations Associate

Rosemont, IL · Hybrid

Our Customer Operations Associate plays a critical role in delivering an exceptional experience for ... Bachelor's degree preferred. * 1-3 years in customer service, order management, sales support or ...

Intersect Illinois

Operations Associate

Chicago, IL

OPERATIONS ASSOCIATE Intersect Illinois is the only statewide economic development organization ... Experience: 3 - 5 years of experience in an office manager or executive administrative position

Curion LLC

Consumer Operations Associate

Deerfield, IL · On-site

$45K - $55K/yr

Conduct quality audits on panelist interactions to maintain high service standards. 3. Project ... For Curion's Consumer Operations Associate position, we offer a starting salary pay range of $45 ...

Decca Consulting

Be Seen First

Accounting Associate III

Hampshire, IL · On-site

$26/hr

Will be done over Teams We are seeking a detail-oriented and proactive Accounting Associate III to ... payment operations. The ideal candidate will bring strong A/P experience, familiarity with ...

Entegris

Operations Associate II -2nd Shift

Aurora, IL · On-site

Operations Associate II -2nd Shift The Role: Our site in Aurora 500 is seeking a 2nd Shift ... Education - HS Diploma/GED Required Experience - One to three years of production experience in a ...

Tavern Research

Business Operations Associate

Chicago, IL · On-site

$78K - $93K/yr

Chicago, IL Office: 3 days/week in South Loop office Reports to: Chief Business Officer (CBO) About Tavern Research Tavern Research is a political tech startup building tools and insights to help our ...

Core Spaces

Associate, Cash Operations

Chicago, IL · On-site

Core's BTR division has over 3,000 homes under development, now leasing or in its pipeline in high ... By collaborating with banking partners and cross-functional teams, the Cash Operations Associate ...

Tapestry, Inc.

Sales Associate III

Schaumburg, IL · On-site

$14.75 - $17/hr

The Sales Associate is the front-line ambassador of the Coach brand. You will deliver an elevated ... Complete daily operational tasks (cash wrap, inventory processing, replenishment, visual ...

Tapestry, Inc.

Sales Associate III

Chicago, IL · On-site

$15.50 - $17.75/hr

The Sales Associate is the frontline ambassador of the Coach brand. You will deliver an elevated ... Complete daily operational tasks (cash wrap, inventory processing, replenishment, visual ...

Tapestry, Inc.

Sales Associate III

Rosemont, IL · On-site

$15 - $17.50/hr

The Sales Associate is the front-line ambassador of the Coach brand. You will deliver an elevated ... Complete daily operational tasks (cash wrap, inventory processing, replenishment, visual ...

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Operations Associate Three information

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Operations Associate

Northwestern Mutual - Greater Chicago

Vernon Hills, IL

Full-time

Posted 9 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  
  • Process client transactions including transfers, rollovers, distributions, and beneficiary updates  
  • Monitor and track the status of account applications and transfers, following up as needed  
  • Maintain organized and compliant client records and documentation  
  • Coordinate with custodians, internal departments, and external partners to resolve operational issues  
  • Ensure all activities comply with firm policies, regulatory requirements, and industry standards  
  • Assist advisors and team members with administrative and operational tasks  
  • Identify opportunities to improve processes and enhance efficiency

Qualifications:  

  • Bachelor’s degree preferred (Finance, Business, or related field a plus) 
  • 1–3 years of experience in financial services, operations, or administrative support preferred 
  • Strong attention to detail and accuracy  
  • Excellent organizational and time-management skills  
  • Ability to handle multiple tasks and prioritize effectively in a deadline-driven environment  
  • Strong communication and problem-solving skills  
  • Proficiency in Microsoft O