10/15/2026
WE ARE HIRING!
Job Title: Client Relationship & Operations Associate
Location: Rogers, AR
Job Type: Full-Time, Office Hours 8am-5pm (M-F)
Anticipated Salary: $50k+
About the Role:
The Client Relationship & Operations Associate will play a vital role in supporting the financial advisor and ensuring a seamless client experience. This position requires a well-organized individual with strong communication skills, an analytical mindset, and a keen interest in learning about Northwestern Mutual and our processes. The ideal candidate will excel in a fast-paced, high-volume environment and can manage multiple priorities with accuracy and efficiency.
Qualifications:
• Professional client service experience required.
• Experience in insurance, investment, wealth management, or financial services industry preferred.
• Professional, personable, and client-focused demeanor with strong interpersonal and communication skills. Ability to represent the firm positively and professionally in all client interactions, both in person and over the phone.
• Quick learner and proactive self-starter with a strong commitment to continuous learning, demonstrated initiative, and the ability to work independently with minimal supervision.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage competing priorities and meet deadlines in a fast-paced environment.
• Proficiency with Microsoft Office, CRM platforms, and financial software.
• Demonstrated ability to work independently and as part of a team.
• Bachelor’s degree in finance, Business, Accounting, or a related field preferred.
Key Responsibilities:
• Serve as the first point of contact for clients, answering incoming calls with professionalism, enthusiasm, and a service-oriented approach.
• Provide a welcoming and positive experience for clients while efficiently addressing inquiries and routing calls as needed.
• Manage multiple time-sensitive tasks simultaneously, effectively prioritize competing demands, and consistently deliver accurate results in a fast-paced, high-volume environment.
• Perform accurate financial calculations and data entry (e.g., bank drafts, transaction processing, document creation)
• Maintain detailed client records and ensure compliance with industry regulations
• Coordinate with internal departments (e.g., office manager, advisor, corporate office) to support seamless client service
• Troubleshoot client issues and provide timely updates and resolutions professionally.
What We Offer:
• Opportunity to grow within a reputable and expanding financial firm
• Exposure to high-level financial operations and client service practices
• Competitive compensation package
• Benefits
Please email your resume to [email protected] if you are interested.
