About this role
Operations Associate at Northwestern Mutual. Location: Edina, Minnesota, United States. Role: managing accounts, processing transactions, coordinating underwriting Requirements: Manage client accounts, process investment and insurance transactions, support underwriting and compliance, maintain CRM, and generate reports; life insurance license and FINRA Series 6 & 63 required or obtainable. Category: Business Operations Seniority: Mid Level Tools: Envestnet, Morningstar, NMCIR, Microsoft Office, CRM Certifications: life accident and health insurance, series 6, series 63 Commitment: Full Time Workplace: Onsite Languages: English