Investment Client Srvcs Specialist
1 day ago
JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Job Description This position works to support our field and clients with the trading and management of their investment accounts. Team members partner closely with Northwestern Mutual\'s financial representatives and their staff in the field, and team, department, and company colleagues to deliver exceptional investment operational support associated with trading services. This position has been classified as an Access Person, which will require the reporting of your personal securities transactions. 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 WMC access person Primary Duties & Responsibilities Trading Support: Support trading, management, and servicing functions associated with program advisory accounts. Handle trade requests, ensuring accuracy and efficiency in the trading process across various financial instruments, including equities, mutual funds, ETFs, and fixed income securities. This also may include a focus on trade corrections. Provide expert support in the execution of trades, working closely within the team, across teams, and with strategic vendors to resolve issues, which may include trade error or margin/debit situations. Investment Operations Support: Resolve a variety of investment operations inquiries and escalations from home office leaders, field staff, or other team members. Utilize industry knowledge and analytical skills to solve problems effectively. Embrace new technology and promote self-service capabilities while understanding the risks and impacts of transactions. Leverage trading platforms and tools to streamline processes, improve accuracy, and enhance service delivery. Be an advocate for positive change and maintain a continuous improvement mindset. Field/Client Issue Resolution: Research and respond to field/client issues, including but not limited to: Placing trades. Aiding in account maintenance and inquiries. Responding to research requests. Assisting field/clients with navigation. Discussing the latest market trends. Supervision and Compliance: Provide ongoing home office supervision and oversight of investment advisory accounts to ensure supervisory integrity and compliance. Ensure that core fiduciary responsibilities are met. Client Retention and Relationship Building: Promote client retention by identifying opportunities to strengthen existing relationships through timely and accurate operational processing and service quality. Establish and maintain strong relationships with field/clients and team members while delivering quality service and support. Team Collaboration and Service Monitoring: Work with other specialists, consultants, and... For full info follow application link. EEO/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/5F8052E156F742B7 Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.
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Investment Client Srvcs Rep
2 weeks ago
Franklin, United States Northwestern Mutual Full timeInvestment Client Srvcs Rep (NRF) - Asset Movement - Hybrid at Northwestern Mutual summary: As an Investment Client Services Representative at Northwestern Mutual, I deliver personalized support to our financial representatives and their clients in a call center environment. My responsibilities include resolving inquiries, fostering relationships, and...
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Investment Client Srvcs Rep
2 weeks ago
Franklin, WI, United States Northwestern Mutual Full timeInvestment Client Srvcs Rep (NRF) - Asset Movement - Hybrid at Northwestern Mutual summary: As an Investment Client Services Representative at Northwestern Mutual, I deliver personalized support to our financial representatives and their clients in a call center environment. My responsibilities include resolving inquiries, fostering relationships, and...
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Experienced Client Services Specialist
3 weeks ago
Franklin, Wisconsin, United States Northwestern Mutual Full timeCompany OverviewAt Northwestern Mutual, we strive to be a leader in the financial industry by investing in our employees and delivering exceptional customer experiences. Our commitment to innovation, growth, and community engagement sets us apart.Salary RangeThe salary for this position is competitive and based on qualifications, with a range of $22.21 -...
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Investment Client Srvcs Rep
13 hours ago
Franklin, United States Northwestern Mutual Careers Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. The asset movement team sits within Investment Client Services,...
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Investment Client Service Representative
3 weeks ago
Franklin, Wisconsin, United States Northwestern Mutual Life Insurance Company Full timeCompany OverviewWe are a leading provider of financial services, dedicated to helping individuals and families achieve their long-term goals. Our team is comprised of experienced professionals who are passionate about delivering exceptional service and support.Job SummaryWe are seeking a highly skilled Investment Client Services Specialist to join our team....
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Investment Client Srvcs Rep
3 weeks ago
Franklin, United States Northwestern Mutual Careers Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities: Delivers a personalized and remarkable experience for our field partners and their staff by answering their questions, providing servicing options and...
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Investment Client Srvcs Rep
4 weeks ago
Franklin, United States Northwestern Mutual Full timeJob Description At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities: Delivers a personalized and remarkable experience for our field partners and their staff by answering their questions, providing servicing options and helping them with their...
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Investment Client Srvcs Rep
3 weeks ago
Franklin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities: Delivers a personalized and remarkable experience for our field partners and their staff by answering their questions, providing servicing options and helping them with...
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Investment Client Srvcs Rep
3 weeks ago
Franklin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities: Delivers a personalized and remarkable experience for our field partners and their staff by answering their questions, providing servicing options and...
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Investment Client Srvcs Rep
3 weeks ago
Franklin, United States Northwestern Mutual Careers Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities: Delivers a personalized and remarkable experience for our field partners and their staff by answering their questions, providing servicing options and...
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Investment Client Srvcs Rep
2 weeks ago
Franklin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities: Delivers a personalized and remarkable experience for our field partners and their staff by answering their questions, providing servicing options and helping them with their products or...
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Investment Client Services Specialist
3 weeks ago
Franklin, United States Northwestern Mutual Careers Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. 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...
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Investment Client Services Specialist
2 weeks ago
Franklin, United States Northwestern Mutual Careers Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. 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...
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Investment Client Services Specialist
3 weeks ago
Franklin, United States Northwestern Mutual Careers Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. 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...
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Investment Client Services Specialist
5 months ago
Franklin, United States Northwestern Mutual Life Insurance Company Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. 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...
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Investment Client Srvcs Rep
2 weeks ago
Franklin, WI, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities: Delivers a personalized and remarkable experience for our field partners and their staff by answering their questions, providing servicing options and helping them with...
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Investment Client Services Specialist
1 month ago
Franklin, United States Northwestern Mutual Life Insurance Company Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. 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...
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Investment Client Services Specialist
5 months ago
Franklin, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. 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...
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Investment Client Services Specialist
1 month ago
Franklin, United States Northwestern Mutual Life Insurance Company Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. 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...
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Investment Client Srvcs Rep
1 month ago
Franklin, WI, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities: Delivers a personalized and remarkable experience for our field partners and their staff by answering their questions, providing servicing options and...
