Operations Associate

About NorthRock

At NorthRock Partners, we help exceptional people live exceptional lives. Our Personal Office® model brings together a dedicated team of advisors, tax professionals, estate attorneys, and investment experts to serve a client base that includes professional athletes, entrepreneurs, and multigenerational families.

What sets us apart? Our culture. At NorthRock, we lead with good energy, serve others first, and commit to excellence in everything we do. We’re a team of curious, optimistic professionals who are always growing, always improving, and always supporting one another. We believe in showing up with humility, precision, and a deep sense of responsibility—not just to our clients, but to each other. Whether it’s a spontaneous team happy hour, a front-row seat cheering on our athlete clients, or a moment of collaboration in one of our offices, NorthRock employees are rooted in purpose, driven by values, and fueled by connection.

Who We Are Looking For

You’re a detail-oriented and tech-savvy professional who thrives in a collaborative, fast-paced environment. You’re passionate about operational excellence and excited by the opportunity to help shape systems and processes that impact the entire organization. You bring precision, a willingness to innovate, and a solutions-first mindset to every challenge.

About the Role

As an Associate on the Operations team, you’ll help drive some of NorthRock’s most strategic and high-value initiatives. You’ll support digital account opening, prepare accurate and timely client deliverables, and ensure smooth onboarding for new clients. This role plays a key part in maintaining data integrity, implementing technology solutions, and promoting operational best practices across the firm.

What You Will Do

• Collaborate with Advisors and Client Service Associates to deliver exceptional operational support
• Prepare and review client meeting materials to ensure accuracy and timeliness
• Facilitate digital account openings and onboarding processes
• Maintain and update client portfolio data, including external account integration
• Ensure delivery of client statements, reports, and other materials
• Administer core technology platforms including workflows and dashboards
• Partner with internal teams and vendors to implement operational improvements
• Monitor industry trends and identify innovation opportunities
• Support and co-lead training sessions on technology and process enhancements
• Troubleshoot and resolve operational and technology-related issues 

What You Bring

• A bachelor’s degree from an accredited college or university in Finance, Economics, Business, or a relevant experience
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
• Experience or strong interest in financial services; RIA operations experience preferred
• Strong project management and communication skills
• Familiarity with CRM platforms (Salesforce preferred)
• Highly tech-savvy, with experience in both Microsoft Office and Apple iOS
• Ability to work extended hours during high-demand periods

Who You Are

• Collaborative Partner: You work well across teams and departments, bringing others along with your process mindset
• Process Improver: You spot inefficiencies and naturally look for ways to optimize
• Reliable and Detail-Minded: You're trusted to handle the small things that make a big impact

Additional Requirements

• Work Authorization: Must be authorized to work in the United States
• Background Check: Successful completion of a credit and criminal background check is required

Compensation & Benefits 

The estimated hourly rate for this role is between $25.06 - $32.69 per hour. Base salaries are determined based on job-related knowledge, skills, experience, and geographical work location. In addition, depending on the role, many roles are eligible for variable pay such as bonuses, commissions, and/or long-term incentives. To energize and inspire, we offer comprehensive benefits, including a company-funded ESOP and strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).

Work Conditions

• Physical Requirements: This role requires occasional physical activity such as lifting, moving, and setting up computer equipment (monitors, docking stations, desktops, etc.). Ability to lift up to 25 pounds may be necessary.
• Repetitive Duties: The position involves extended periods of sitting and computer use, as well as repetitive tasks related to troubleshooting and data entry.
• On-Site Presence: While much of the work is performed from a desk or workstation, occasional movement throughout the office is required to provide in-person technical support and attend meetings.
• We are committed to providing reasonable accommodation for individuals with disabilities. If you require assistance or accommodation during the application or employment process, please contact the People Team at PeopleTeam@NorthRockPartners.com.
• NorthRock Partners is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. We provide an inclusive and welcoming environment for all employees and applicants.