Client Services & Operations Associate

About the Role

Synergy Wealth Management Group, a practice backed by Northwestern Mutual, is seeking a Client Service & Operations Associate. 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. The associate will play a critical role in supporting advisors, clients, and operational workflows, contributing to the practice's continued growth.

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

Requirements & Tech Stack

• 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