Brokerage Services Specialist

4 days ago


Franklin, Wisconsin, United States Northwestern Mutual Full time
Unlock Your Potential as a Brokerage Services Analyst

At Northwestern Mutual, we're committed to delivering exceptional client experiences. As a Brokerage Services Analyst, you'll play a vital role in helping our clients achieve their financial goals.

  • Provide personalized support to clients, answering their questions and addressing their concerns in a call center environment.
  • Collaborate with Financial Representatives to resolve complex issues and provide expert solutions.
  • Develop and implement effective strategies to promote client retention and drive business growth.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and excellence in service delivery.
  • Lead by example, demonstrating a strong commitment to our company values and mission.
What We're Looking For

We're seeking a highly motivated and customer-focused individual with a passion for delivering exceptional service. If you have a strong background in customer service, a keen eye for detail, and excellent communication skills, we'd love to hear from you.

  • Associate's degree in business or a related field, or equivalent experience.
  • Minimum 4 years of customer service experience, with a proven track record of success.
  • Expert knowledge of investment or income products, or markets.
  • Strong analytical and problem-solving skills, with the ability to think critically and outside the box.
  • Ability to work effectively in a fast-paced environment, with multiple priorities and deadlines.
Why Join Us?

At Northwestern Mutual, we offer a dynamic and supportive work environment, with opportunities for growth and development. We're committed to helping our employees achieve their career goals and make a meaningful impact in their communities.

  • Competitive compensation and benefits package.
  • Flexible work arrangements and a healthy work-life balance.
  • Opportunities for professional development and career advancement.
  • A collaborative and inclusive work environment.


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