Investment Client Services Operations Specialist

5 days ago


Columbus, Ohio, United States Northwestern Mutual Full time

About the Role

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We are seeking an experienced Investment Client Services Specialist to join our team at Northwestern Mutual. This individual will be responsible for providing exceptional operational support to our top 250 Wealth Advisors, ensuring timely and accurate delivery of investment services.

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Job Summary

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The Investment Client Services Specialist will work closely with advisors and their staff to resolve inquiries and escalations, utilizing industry knowledge and analytical skills to drive problem-solving. Key responsibilities include:

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  • Resolving investment operations inquiries and escalations from home office leaders, field staff, or other team members">
  • Researching and responding to client issues, including placing trades, system access, account maintenance, and investment education">
  • Providing ongoing supervision and oversight of investment advisory accounts to ensure supervisory integrity and compliance">
  • Promoting client retention and building relationships through timely and accurate operational processing and service quality">
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Requirements

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To succeed in this role, you will need:

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  • Bachelor's degree in Business or a related field or equivalent industry experience">
  • At least three years of experience in an investment service or operations capacity">
  • Demonstrated leadership and interpersonal skills">
  • Experience with building and cultivating relationships with advisors and field teams">
  • Strong analytical skills, confidence in making judgments and decisions involving ambiguity, and technical knowledge of brokerage and advisory services/products">
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What We Offer

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As a valued member of our team, you can expect:

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  • A competitive salary range of $44,310 - $82,290 per year, based on geographic location and candidate qualifications">
  • Flexible work schedules and a comprehensive benefits package">
  • Opportunities for professional growth and development, including training and mentorship programs">
  • A dynamic and supportive work environment that encourages collaboration and innovation">
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About Us

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Northwestern Mutual is a leading financial services company dedicated to helping our clients achieve financial security and success. With a rich history dating back to 1857, we have built a reputation for trust, integrity, and excellence in our industry.

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Career Advancement Opportunities

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We believe in investing in our employees and providing opportunities for career advancement and professional growth. Whether you're just starting your career or looking to take the next step, we offer a supportive and inclusive environment that fosters learning, creativity, and innovation.



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