FSS Wealth Ops Specialist

4 days ago


Milwaukee, Wisconsin, United States Northwestern Mutual Full time

We are seeking a skilled and dedicated FSS Wealth Ops Specialist to join our team at Northwestern Mutual. As a key member of the Field Shared Services team, you will play a vital role in delivering exceptional service to our clients by providing investment operational support to advisors and Network Office teams.

Job Overview

The ideal candidate will possess a strong understanding of financial services and have experience in investment operations activities such as new account opening or transfers. With excellent communication skills and the ability to positively influence and work cooperatively with individuals in the department and field, you will be able to maintain maximum operational efficiency.

This role requires a bachelor's degree in business, finance, or a related field, and minimum two years of financial services experience. A FINRA Series 7 license is preferred, but not required.

Key Responsibilities
  • Create investment proposals, generate new account paperwork, enter transfer requests and ACH/cash management instructions with high accuracy.
  • Track status of accounts in investment systems and contact contra-firms for transfer status.
  • Apply critical thinking and good judgment to resolve requests or issues related to account transfers.

In addition, you will be responsible for mentoring less experienced staff in technologies and standard work, performing final quality checks for peers and more junior staff, and using basic investment knowledge to provide flexibility on standard work.

What We Offer

As a valued member of our team, you will enjoy a competitive salary range of $47,600 - $88,400, along with comprehensive benefits including medical, dental, and vision insurance, performance-based incentive pay, and a company-sponsored retirement plan.

We are an equal opportunity/affirmative action employer and welcome applications from all qualified candidates. If you are looking for a challenging and rewarding career in financial services, please apply today



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