Operations Associate

OFFICE Minneapolis, MN

POSITION Full-time


ClickSWITCH is an automated, secure, and convenient way for consumers to move their accounts to and from an existing financial institution to a new one, whether new accounts are opened in person or online. ClickSWITCH takes the pain out of switching accounts and takes less than ten minutes. ClickSWITCH does the major legwork, so the consumer doesn’t have to worry about recurring payments or direct deposits.

ClickSWITCH has been in business for more than four years and we now have over forty employees, with a strong entrepreneurial vibe that runs through our culture.   It is a very fast-paced, and dynamic environment (lots of moving parts and shifting priorities), but we place an emphasis on hiring “go getters” – people who take initiative and have an attitude of “let’s just get it done.” 

 We have an exciting opportunity for a Senior Operations Associates to join our Fulfillment Team in our Minneapolis office.


The primary responsibility of the Operations Associate is the timely and accurate research of companies via the Internet and calls based on lists received from clients, as well as daily submissions from their customers. This person will then confirm, organize and prepare information and forms to be added to our database. The Operation’s Associate will also process and print daily mail and assist with other tasks as assigned from the Implementation and Fulfillment teams.


  • Conduct Internet research to find business information, such as address, phone number and payment forms. 

  • Amend and test switch forms with Adobe Acrobat to be used in our company database that are found during research.

  • Work in Excel to ensure business information is being properly tracked.

  • Resolve any issues and solve problems that may arise.

  • Work with our team to guarantee client forms are ready and mailed daily.

  • Collaborate with other teammates by providing important client feedback, process-improvement suggestions, new troubleshooting tips and other actions that involve improving our product.

  • Update and maintain the ClickSWITCH database.



  • The Operations Associate should possess the knowledge, skills and abilities require to perform the primary responsibilities listed above with some training.  This includes:

  • Excellent verbal and written communication skills, including the ability to effectively communicate with internal and external customers.

  • Excellent computer proficiency (MS Office – Word, Excel and Outlook).

  • Must be able to work under pressure and meet deadlines, while maintaining a positive attitude and providing exemplary customer service.

  • Ability to work independently and to carry out assignments to completion within parameters of instructions given, prescribed routines, and standard accepted practices.

  • Strong attention to detail.

  • Associates degree or higher preferred.

ClickSWITCH recognizes employees in many ways for their contributions and their commitment to the organization. One such way is by offering a very comprehensive benefits package.  This includes a competitive salary, a bonus structure and company stock options.

 We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender, gender identity or expression, national origin, age, disability status, protected veteran status or any other characteristic protected by law. 

Please contact Cindy Deuser in Human Resources at ClickSWITCH!