Current jobs related to Investment Operations Associate - Red Bank - Northwestern Mutual

  • Investment Operations Representative

    1 month ago

    Red Bank, New Jersey, United States SkyView Investment Advisors Full time

    About SkyView Investment AdvisorsSkyView Investment Advisors is a leading SEC-registered investment advisory firm with over $5 billion in assets under management. Founded in 2009, the firm offers customized investment programs and portfolio management services to institutions, family offices, and wealth managers.Job DescriptionWe are seeking an experienced...

  • Operations Representative

    2 weeks ago

    Red Bank, New Jersey, United States SkyView Investment Advisors Full time

    About SkyView Investment AdvisorsSkyView Investment Advisors is a leading SEC-registered investment advisory firm with over $5B in assets under management. Founded in 2009, the firm has established itself as a trusted partner for institutions, family offices, and wealth managers seeking customized investment solutions.Job DescriptionWe are seeking an...

  • Operations/Client Service Rep

    1 month ago

    Red Bank, United States SkyView Investment Advisors Full time

    Company DescriptionSkyView Investment Advisors is an SEC-registered investment advisory firm founded in 2009 with over $5B AUM on a discretionary and non-discretionary basis. The firm deploys capital globally across both public and private markets via separately managed accounts, private funds, and institutional advisory. The firm works with institutions,...

  • Operations/Client Service Rep

    1 month ago

    Red Bank, United States SkyView Investment Advisors Full time

    Company Description SkyView Investment Advisors is an SEC-registered investment advisory firm founded in 2009 with over $5B AUM on a discretionary and non-discretionary basis. The firm deploys capital globally across both public and private markets via separately managed accounts, private funds, and institutional advisory. The firm works with institutions,...

  • Operations/Client Service Rep

    2 months ago

    Red Bank, United States SkyView Investment Advisors Full time

    Company DescriptionSkyView Investment Advisors is an SEC-registered investment advisory firm founded in 2009 with over $5B AUM on a discretionary and non-discretionary basis. The firm deploys capital globally across both public and private markets via separately managed accounts, private funds, and institutional advisory. The firm works with institutions,...

  • Executive Assistant

    2 weeks ago

    Red Bank, New Jersey, United States StoutCap Full time

    Job Title: Executive AssistantStoutCap is a leading real estate investment firm with a nationwide platform focused on acquiring and managing multifamily assets in high-growth markets across the United States.Job Summary:We are seeking an experienced Executive Assistant to support our team in Red Bank, NJ. The ideal candidate will have a strong background in...

  • Retail Sales Associate

    2 weeks ago

    Red Bank, New Jersey, United States Quality Talent Group Full time

    About the RoleWe are seeking a highly motivated and results-driven Retail Sales Associate to join our team at Verizon. As a Retail Sales Associate, you will be responsible for generating retail sales by utilizing your passion for cutting-edge technology and exceptional customer service to expand the Verizon network.Key ResponsibilitiesGenerate retail sales...

  • Tax Associate

    2 weeks ago

    Red Bank, New Jersey, United States H&R Block Full time

    About H&R BlockH&R Block is a leading provider of tax preparation and financial services. We believe in the power of people helping people, and our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.Job DescriptionWe are seeking a highly motivated and detail-oriented Tax Associate to join our team. As a...

  • Sales Associate

    2 weeks ago

    Red Bank, New Jersey, United States Spencer Gifts Full time

    Job Title: Sales AssociateSpencer's is seeking a highly motivated and customer-focused Sales Associate to join our team at Jersey Shore Premium Outlets. As a Sales Associate, you will be responsible for maintaining exceptional guest services, efficiently operating the point of sale system, and supporting the Store Management Team in generating sales,...

  • Community Associate

    2 weeks ago

    Red Bank, New Jersey, United States Regus Management Group LLC Full time

    About the RoleWe are seeking a highly skilled and customer-focused Community Associate to join our team at Regus Management Group LLC. As a Community Associate, you will be responsible for providing exceptional customer service, managing daily operations, and ensuring a positive experience for our clients.Key ResponsibilitiesProvide exceptional customer...

  • Sales Associate

    3 weeks ago

    Red Bank, New Jersey, United States Timberland Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Timberland. As a Sales Associate, you will be the face of our brand, responsible for delivering exceptional customer experiences and driving sales results.Key ResponsibilitiesProvide outstanding customer service, ensuring a positive and memorable...

  • Sales Associate

    1 month ago

    Red Bank, New Jersey, United States Spencer Gifts Full time

    Job DescriptionAs a Sales Associate at Spencer's, you will be responsible for maintaining guest services, efficiently operating the point of sale system, and supporting the store management team. Your duties will include generating sales, conducting housekeeping, merchandising, signing, pricing, and loss prevention.Key Responsibilities:Maintain a clean and...

  • Community Associate

    2 weeks ago

    Red Bank, New Jersey, United States Regus Management Group, LLC Full time

    About the RoleWe are seeking a highly skilled and customer-focused Community Associate to join our team at Regus Management Group, LLC. As a Community Associate, you will be responsible for providing exceptional customer service, managing daily operations, and ensuring a seamless experience for our clients.Key ResponsibilitiesProvide top-notch customer...

  • Community Associate

    4 weeks ago

    Red Bank, New Jersey, United States Regus Management Group, LLC Full time

    About the RoleWe are seeking a highly skilled and customer-focused Community Associate to join our team at Regus Management Group, LLC. As a Community Associate, you will be responsible for providing exceptional customer service, managing daily operations, and ensuring a seamless experience for our clients.Key ResponsibilitiesProvide top-notch customer...

  • Sales Associate

    1 month ago

    Red Bank, United States Spencer Gifts Full time

    Spencer's - Jersey Shore Premium Outlets [Retail Sales / Store Assocaite / Cashier] As a Sales Associate @ Spencer's, you'll: Maintain Guest Services; Efficiently operate POS, maintaining security of cash; Support the Store Management Team by generating sales, conducting housekeeping, merchandising, signing, pricing, POS operations and loss...

  • Retail Associate, PT

    2 months ago

    Red Bank, United States NIKE Full time

    Become a Part of the NIKE, Inc. Team NIKE, Inc. does more than outfit the world's best athletes. It is a place to explore potential, obliterate boundaries and push out the edges of what can be. The company looks for people who can grow, think, dream and create. Its culture thrives by embracing diversity and rewarding imagination. The brand seeks achievers,...

  • Seasonal Sales Associate

    2 weeks ago

    Red Bank, New Jersey, United States Aeropostale Full time

    Aeropostale Sales Associate OpportunityWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Aeropostale. As a Sales Associate, you will play a key role in delivering an exceptional shopping experience for our customers.Key Responsibilities:Engage with customers to understand their fashion needs and preferencesProvide...

  • Sales Floor Associate

    2 weeks ago

    Red Bank, New Jersey, United States Dollar Tree Full time

    Job Title: Sales Floor AssociateAt Dollar Tree, we're looking for a Sales Floor Associate to join our team. As a Sales Floor Associate, you'll be responsible for handling all sales transactions, maintaining security of all cash, and providing excellent customer service. You'll also be expected to maintain a high level of good customer service, protect...

  • Retail Sales Associate

    2 weeks ago

    Red Bank, New Jersey, United States Spencer Gifts Full time

    Job SummaryAs a Sales Associate at Spencer's, you will be responsible for maintaining guest services, efficiently operating the point of sale system, and supporting the Store Management Team. Your duties will include generating sales, conducting housekeeping, merchandising, signing, pricing, and POS operations. You will also be responsible for loss...

  • Food Service Associate

    2 weeks ago

    Red Bank, New Jersey, United States Chartwells K12 Full time

    Job SummaryChartwells K12 is seeking a skilled Food Service Associate to join our team. As a key member of our food service team, you will be responsible for operating the Point of Sale system, assisting the Chef, preparing coffee, and maintaining a clean and organized workspace.Key ResponsibilitiesPrepare foods such as meats, vegetables, baked goods, and...

Investment Operations Associate

2 months ago

Red Bank, United States Northwestern Mutual Full time

*Must be within 45 minutes of Red Bank, New Jersey*


Company Description

Northwestern Mutual is a financial services company dedicated to helping families and businesses achieve financial security for over 160 years. With a focus on insurance and investments, we provide a personalized digital experience and leading-edge technology to guide our clients towards their financial goals. Northwestern Mutual delivers financial security to over 4.5 million people through various insurance and investment products.


Role Description

This is a full-time on-site role for an Investment Operations Associate at Northwestern Mutual in Red Bank, NJ. The Investment Operations Associate will be responsible for day-to-day tasks related to managing Financial Advisor's investment portfolios, processing transactions, reconciling accounts, and supporting the leadership team and financial advisors.


  • Liaison between Northwestern Mutual clients and our Investment Services team, outreach, follow ups, scheduling and tracking.
  • Knowledge of investment operations, insurance, financial services, financial advisory and asset management.
  • Experience in client relations management transactions and reconciling accounts.

•  Prepare or collaborate with others on the creation of client plans aligned with planning best practices and assumptions.

  • Experience with risk product illustrations, proposals, Investment Policy Statements, etc
  •  Experience with existing plans, in-force ledgers and if applicable Morningstar, NMCIR, current Investment Policy statement, performance reports and marketing materials
  • Process, or collaborate with others to open/fund investment accounts and investment service requests such as funds disbursements, account transfers and trade correction requests, etc


Qualifications

  • Life and Health licensed. SIE and Investment Series 7 licensing preferred.

•  2 years' experience within Finance industry.

• 2 years' experience within Client Services.

  • Strong analytical, problem solving, and written and verbal communication skills, with the ability to work well with others. 
  • Proficiency in Microsoft Excel and financial software.
  • Excellent attention to detail and organizational skills.
  • Ability to work effectively in a fast-paced environment.
  • Bachelor's degree in Finance, Business, Economics, or related field.