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Investment Client Services Specialist

2 months ago

Franklin TN, United States Northwestern Mutual Full time

We care and make a positive difference.
This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited to, Advisory services support, trading services, Asset Movement support, as well as multiple other facets of operational investment support. While working to solve for the field and the client, team members develop and cultivate strong relationships with the advisors and their staff as their direct point of contact for escalation management & problem solving.

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required forms.

FINRA non-registered fingerprinted person
Resolves a variety of investment operations inquiries and escalations from home office leaders, field staff or other team members. Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients.
Provides ongoing home office supervision/oversight function of investment advisory accounts to ensure supervisory integrity and compliance to ensure core fiduciary responsibilities are being met.
Promotes client retention and identifies opportunities to build existing relationships through timely and accurate operational processing and service quality. Establishes and maintains strong relationships with customers and team members while providing quality service and support.
Works with other specialists, consultants and managers to handle the day-to-day monitoring of the area including managing service levels for the call center and daily processing work. Developing ability to direct and coordinate the team's service activities and identifying changing service demands.
Prioritizes and organizes responsibilities and uses appropriate resources within and outside of immediate work area. May review work of office staff team members to ensure quality and accuracy. May contribute input into performance evaluation process.
Participates in and may lead process improvement, product introduction, or system enhancement across the division. Participates in system testing and system maintenance that requires operational expertise.
Bachelor's degree in Business or related field or equivalent industry experience.
Broad professional knowledge of the investment industry gained through a minimum of three years in an investment service or operations capacity.
Experience with building and cultivating relationships with advisors and field teams
Demonstrated ability to proactively react to change
Strong technical knowledge of the operational aspects related to brokerage and advisory services/products. Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment.
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.


Non-Registered Fingerprinted - FINRA
Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.


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

You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion. 
Flexible work schedules
Concierge service
Category:Customer Service, Keywords:Customer Service Representative, Location: