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River Client Operations Associate Jobs (NOW HIRING)

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Associate Client Operations Manager

$60K - $65K/yr

Develop and deploy initiatives to continuously improve the Client Operations process, workflow, and communication * Oversee all styling programs for clients and help to improve and expand their ...

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$80K - $100K/yr

Client Service Operations Associate Pathwise Wealth Partners is a wealth management firm located in the Bay Area and San Diego. We are seeking a permanently remote Client Service Operations Associate ...

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Client Service Operations Associate Bergland Wealth Management is an independent financial advisory firm in Ridgeland, MS. We are seeking a permanently remote Client Service Operations Associate to ...

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How much do river client operations associate jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for river client operations associate in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

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River Client Operations Associate jobs near you
Infographic showing various River Client Operations Associate job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $54,588 per year, or $26.2 per hour.

Client Service and Operations Associate

Northwestern Mutual - Clayton

Chesterfield, MO • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago

Job description

Location: Chesterfield, MO
Job Title: Client Service and Operations Associate
Type of Position: Full-time
Hours per week: 40
FLSA Classification: Exempt
Working Hours: 8:00am-5:00pm
Compensation: $50-55k
Our mission is to help clients understand their current financial picture considering their future financial goals through a holistic planning process.
INTEGRITY | TRUST IN RELATIONSHIP | POSITIVITY | GENEROSITY | SELF-AWARENESS | RESPONSIBILITY | PLAYFULNESS
Job Summary
The Client Service and Operations Associate specialize in servicing clients and supports the financial advisor to ensure that their focus remains on building their business. They work closely with others on their team to provide ongoing administrative and operational support and implementation. The Client Service and Operations Associate is a liaison between the home office, financial advisor and clients.
Key Responsibilities
Client Service Support
  • Send meeting invites, send and follow up on requests for clients prior to meetings
  • Communicate and assist existing clients with anything they may need help with
  • Process client address, beneficiary, banking, and ownership updates and service requests
  • Process money movements, loan requests and repayments, policy surrenders
  • Assist clients with late payment notices and claims management
  • Manage CRM accuracy
  • Provide timely and confidential handling of client information

Operations Support
  • Ensuring NMIS and insurance compliance requirements are implemented and followed
  • Proactively prepare Advisors with all materials for client meetings and send follow-up summary emails after client meetings
  • Act as liaison among team, clients, and home office in client onboarding processes
  • Ensure seamless completion of all insurance policies from start to finish including creating applications, medical examiner communication, constant client follow up, underwriting communication, and coordinating with outside insurance vendors as needed
  • Prepare, process, track, fund, set up standing instructions for new investment accounts and confirm assets received and invested
  • Rollover calls with clients and implementation of new account

Minimum Job Requirements
  • Financial Services industry experience
  • Life and Health license required before starting date
  • Series 6 and 7 licenses preferred
  • Ability to proactively identify what needs to be accomplished and act
  • Ability to work both independently and in a team
  • Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment
  • Strong analytical, problem solving, written and verbal communication skills
  • Independent learner who seeks knowledge and is adaptable to change

Benefits
  • Health, Vision, & Dental Insurance
  • Short-term Disability Insurance, Long-term Disability Insurance, Life Insurance
  • Simple IRA
  • PTO and holiday pay
  • Personal and professional development opportunities

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