Client Services & Operations Associate

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.

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.

• 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

• 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

• Part‑time or fulltime position.
• Competitive pay starting at $20-$25 per hour, based on experience.
• Bonuses for achieving industry designations.
• PTO plus holiday time off (for full‑time position)
• Medical coverage. (for full‑time position)
• Matching 401(k) plan. (for full‑time position)
• 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.