Northwestern Mutual · 14 hours ago
Operations Associate
St. Cloud, Minnesota, United States
Full-time
Hybrid
New Grad, Entry Level
$40K/yr - $50K/yrNorthwestern Mutual is a wealth management firm that helps clients manage their finances for a secure future. The Operations Associate serves as a crucial link between internal departments and clients, ensuring organized operations and a seamless client experience.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Business operations & administrative support
Client service support: executing directives based on client needs
Manage client communication including correspondence, notes, files, and maintain compliant client records
Completion and submission of applications and account paperwork for processing, and coordinating underwriting support
Underwriting support: schedule necessary medical exams, obtain pre-application Information, prepare insurance applications, update client records, monitor applications in underwriting and prepare policies for delivery
Investment operations support: Partner with internal Planning Department to open and track new investment accounts, prepare Investment paperwork for implementation and complete check deposit forms, and track money transfers
Keep up to date on software system enhancements, new products and compliance changes/opportunities
Participate in learning opportunities
Qualification
Required
Bachelor's degree preferred in finance or related field
MN State Life, Accident and Health licensed, or ability to gain licensing within six months of employment
High sense of urgency, attention to detail, and exceptional organizational skills
Excellent oral and written communication skills
Task-minded with the ability to follow through and execute in a timely manner
High degree of initiative and autonomy
Demonstrates ability to maintain effective working relationships within the firm and its clients
Preferred
Financial operations and/or financial planning experience preferred
Client Resource Management experience preferred
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
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2026-01-22
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2026-01-17
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