Northwestern Mutual

You’ll Like It Here At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years. Here, you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs. We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities, commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/

Investment Client Services Analyst – Remote

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 5,001-10,000Since 1869H1B SponsorCompany SiteLinkedIn

Location

Wisconsin

Posted

13 days ago

Salary

$23 - $34 / hour

Associate Degree4 yrs expExperience acceptedEnglish

Job Description

• Provide counsel, guidance, and direction to clients and registered financial representatives on the purchase and sales of securities. • Execute mutual fund order transactions on behalf of financial representatives and clients. • Provide timely and accurate investment performance information, leveraging account statements and reporting tools. • Serve as a primary point of contact for NM Investment home office assigned clients, addressing inquiries regarding investment accounts and products. • Analyze, input, and review investment transactions, including trade executions, transfers, and account maintenance, ensuring accuracy and compliance. • Handle phone and transactional responsibilities while adhering to strict confidentiality and privacy standards. • Serve as a trusted advocate for our financial representatives and partner with them to meet client needs. • Identify opportunities for the field to enhance existing client relationships. • Deliver a personalized and remarkable client experience by answering questions and providing servicing options.

Job Requirements

  • FINRA Series 7/63 Licenses
  • Associates degree in business or related field or equivalent combination of education and experience
  • Minimum of 4 years related customer service experience with proven customer service skills
  • Expert knowledge of investment products or markets
  • An intermediate understanding of tax implications related to investments
  • Advanced written and verbal communication skills
  • Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy
  • Strong organization skills with the ability to prioritize tasks
  • A strong desire to continuously learn and improve
  • Strong problem-solving skills and ability to provide options
  • Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages
  • Exercise ability to de-escalate situations effectively while guiding clients through complex and unique concerns.
  • Take ownerships of calls and anticipate future issues to drive resolutions.
  • Research and evaluate possible solutions to complex problems by identifying root cause and deviation from procedures.
  • Foster a professional relationship with our clients to enhance brand loyalty.

Benefits

  • Professional development opportunities
  • Health insurance
  • Retirement plans
  • Paid time off

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