Operations Associate

Job Description

Job Description

About Us :

GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth management and retirement distribution and pride ourselves on fostering a collaborative and innovative culture.

GROW Wealth Partners is partnered with Northwestern Mutual as it is a leading financial services company that provides financial planning services, life insurance, disability insurance, and long-term care insurance. Established in 1857, it is known for its mutual company structure, prioritizing policyholders over shareholders. With a strong emphasis on personalized financial strategies, the company combines expert advisors with digital tools to help clients achieve financial security and long-term growth.

GROW Wealth Partners also partners with Northwestern Mutual’s Private Client Group (PCG). PCG represents an elite community for advisors and firms that have the experience, expertise and tools to tailor advisory strategies and deliver best-in-class outcomes for clients.

Please learn more about us at https : / / www.growwealthpartners.com / .

Role Overview :

We are seeking a skilled, motivated, and experienced Operations Associate to join our team. The successful candidate will be responsible for managing critical aspects of client account operations, including new account opening, portfolio trading support, client service, and asset movement processing. This role requires excellent organizational skills, a client-first mindset, and the ability to thrive in a fast-paced environment.

Key Responsibilities within Investment Operations :

New Account Opening :

• Facilitate the setup of new client accounts, ensuring accuracy and compliance with regulatory and company standards.
• Collect and verify required documentation, ensuring adherence to KYC / AML guidelines.
• Serve as a liaison between clients, advisors, and custodians to address inquiries and resolve issues related to account setup.

Portfolio Trading Support :

Client Service :

Asset Movement :

Key Responsibilities within Insurance Operations :

New Account Opening :

Client Service :

Qualifications :

Preferred Certification Requirements, but required post-employment :

Why Join Us?

Application Process :

Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and career achievements. Applications will be reviewed on a rolling basis.

GROW Wealth Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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