Insurance and Invesment Operations Associate

About Mila Wealth Management
At Mila Wealth Management, we believe financial planning is more than numbers—it’s about helping families and business owners live intentionally, feel secure in their decisions, and align their resources with what matters most. Our team is driven by curiosity, clarity, and a commitment to lifelong learning. We build deep, trusting relationships with our clients by delivering thoughtful advice and exceptional service.

About the Role
The Insurance & Investment Operations Associate plays a critical role in delivering a seamless client experience across the insurance and investment planning process. This role blends operational precision with meaningful client interaction, supporting the execution of personalized strategies that reflect each client’s goals and values.
Reporting to the Director of Client Experience, you will serve as a bridge between our advisory team and the families we serve—helping to streamline communication, coordinate plan implementation, and follow through on important action items. You’ll have direct client-facing responsibilities and will often be the point of contact to ensure next steps are clear, timely, and aligned with the client’s broader financial plan.

Responsibilities include but are not limited to:

• Client Service & Communication
  
  
  
  • Serve as a trusted, professional liaison to clients throughout the onboarding process and ongoing service journey.
  
  
  • Help translate technical recommendations into clear, actionable steps for clients—always in the context of their bigger picture.
  
  
  • Follow up with clients to confirm receipt and completion of requested items (e.g., applications, forms, digital authorizations).
    
  
  
  • Prepare and send client communications regarding outstanding tasks, deadlines, and updates in a proactive and organized manner.
  
  
  • Maintain a consistent and service-driven cadence of communication that reflects Mila’s brand and commitment to excellence.
    
  
  
  
  


• Insurance & Investment Operations
  
  
  
  • Support the implementation and ongoing servicing of life, disability, and long-term care insurance policies—including application processing, carrier communication, and client follow-up.
  
  
  • Manage the operational aspects of investment account setup and maintenance (e.g., custodial paperwork, account transfers, contributions/distributions, beneficiary updates).
  
  
  • Coordinate with third-party partners such as insurance carriers and custodians to ensure timely and accurate execution.
  
  
  • Track action items and keep internal systems up to date with client progress, notes, and documentation.
    
  
  
  
  


• Team Collaboration & Process Improvement
  
  
  
  • Partner closely with the advisory team to prepare for client meetings and to document and act on post-meeting follow-up items.
  
  
  • Identify opportunities to improve workflows, templates, and systems to elevate the client experience and internal efficiency.
  
  
  • Maintain compliance with regulatory and firm standards related to documentation and client communication.
  
  
  
  

Qualifications

• 2+ years of experience in financial services, ideally in an operations or client service role within an RIA, insurance, or wealth management firm.


• Hold Series 7, Series 63/65, and Life, Accident, and Health Insurance licenses.


• Strong working knowledge of insurance and investment account processes; comfort navigating forms, systems, and paperwork.


• Excellent written and verbal communication skills—clear, professional, and always client-centered.


• High attention to detail, organization, and follow-through.


• Ability to communicate both internally and externally with clarity, empathy, and a focus on outcomes.


• Familiarity with CRM systems (e.g., Wealthbox, Salesforce), custodians (e.g., Fidelity, Schwab), and digital form platforms.


• A mindset of ownership, curiosity, and commitment to service.

What It’s Like to Work Here
We are a close-knit, collaborative team with a shared passion for helping others live more freely and securely through intentional planning. You’ll be trusted with meaningful responsibility and supported with training, mentorship, and a team that cares deeply about both clients and colleagues. At Mila, we believe in clarity, not confusion; proactive planning, not just problem-solving. If that sounds like you, we’d love to meet.

Mila Wealth Management is a marketing name for doing business as representatives of Northwestern Mutual. Mila Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.