Client Services & Operations Associate

$20 - $25 per hour

Full-time

Northwestern Mutual - Denver

Client Service & Operations Associate
Northwestern Mutual – Highlands Ranch
About Us
Synergy Wealth Management Group is a growing wealth management practice backed by Northwestern Mutual. We believe in a collaboration of talent working together to grow the business and create a valuable client experience. As one of our team members, you will play a critical role in helping support our advisors, clients, and operational workflows while contributing to the continued growth of the practice.
The Role
Your ability to stay organized, build relationships, and support both advisors and clients is vital. As a Client Service & Operations Associate, you will help maintain efficient business operations, provide administrative support, and ensure a high-quality client experience. This role is ideal for someone seeking a long-term career within the financial services industry and who is interested in expanding their responsibilities through professional licensing and development.
Key Responsibilities
Perform data entry and maintain accurate client records
Assist with account paperwork and operational documentation
Coordinate appointments, scheduling, and client communications
Support advisors with administrative and operational needs
Track pending items and ensure timely follow-up
Maintain organized client files and records
Provide exceptional service to clients and business partners
Assist with special projects and day-to-day office operations
What You Will Bring
Financial services, insurance, wealth management, banking, or related industry experience preferred
Strong attention to detail and organizational skills
Excellent communication and client service skills
Ability to manage multiple priorities and deadlines
Proficiency with Microsoft Office and business technology platforms
Desire to build a long-term career with a growing practice
Willingness to obtain Insurance and Investment licenses
What We Offer
Full-Time position
Competitive pay starting at $20-$25 per hour, based on experience.
Bonuses for achieving industry designations.
PTO plus holiday time off
Medical coverage.
Matching 401(k) plan.
Remote work option of up to two days per week after 90 days of employment.
Laptop provided.
Specific and clearly defined pay structure.
We prioritize fairness and transparency, which is why we disclose the salary ranges. Final salaries are determined by several factors, including the candidate’s skills and experience, and current market.
We are committed to fostering an environment in which each employee can contribute creative ideas, face challenges, assume leadership roles, and continue to meet and exceed both business and personal goals.

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Vacancy posted 3 days ago

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