Investment Client Service Representative

2 days ago


Franklin, Wisconsin, United States Northwestern Mutual Life Insurance Company Full time
Company Overview

We 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 Summary

We are seeking a highly skilled Investment Client Services Specialist to join our team. This role will be responsible for providing operational support to our top 250 Wealth Advisors, ensuring seamless execution of investment services and maintaining strong relationships with clients and advisors.

Required Skills and Qualifications
  • Bachelor's degree in Business or related field
  • Minimum 3 years of experience in an investment service or operations capacity
  • Demonstrated leadership and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Excellent communication and technical skills
Salary Range

$44,310 - $82,290 per year, depending on location and experience.

Benefits

We offer a comprehensive benefits package, including medical, dental, and vision coverage, as well as a 401(k) plan and paid time off.



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