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Investment Operations Specialist

2 months ago

Red Bank, New Jersey, United States Northwestern Mutual Full time

Company Overview

Northwestern Mutual is a leading 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.

Job Summary

This is a full-time on-site role for a Financial Services Associate at Northwestern Mutual. The successful candidate 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.

Key Responsibilities

  • 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.

Client-Facing Responsibilities

  • 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.

Qualifications

  • Life and Health licensed. SIE and Investment Series 7 licensing preferred.
  • 2 years' experience within the Finance industry.
  • 2 years' experience within Client Services.

Requirements

  • 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.