Operations Associate

Company: Northwestern Mutual
Location: Saint Cloud
Posted on: February 16, 2026

Job Description:

Job Description Job Description Salary: $40,000-$50,000 Depending on Qualifications As a wealth management firm, we help our clients make the most of their money so they can confidently do more and worry less. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences and services for a lifetime of financial security. TheOperations Associateserves as the primary link between our internal departments, corporate office, and the clients we serve. This individual helps to coordinate and ensure an organized practice. This roles seamless and time-sensitive execution is critical to a memorable client experience. Successful completion of tasks and responsibilities empowers the team to focus their energy and efforts on revenue-generating activity while fostering and developing impactful and enduring client relationships. This position is located in the Northwestern Mutual St Cloud District Office, located at 705 36th St S, St Cloud, MN 56301, with working hours between 8:00 AM 4:00 PM. Responsibilities include but are not limited to: 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 Qualifications: Bachelors degree preferred in finance or related field Financial operations and/or financial planning experience preferred MN State Life, Accident and Health licensed, or ability to gain licensing within six months of employment Client Resource Management experience preferred Performance Skills: 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 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), and Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC. To view detailed disclosures regarding individual representatives, view their information at https://www.northwesternmutual.com/financial/advisor/benjamin -goelz/

Keywords: Northwestern Mutual, Bloomington , Operations Associate, Accounting, Auditing , Saint Cloud, Minnesota