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Investment Client Services Specialist - FRANKLIN, WI,

Job Information

Job Order ID :
WI3773836
# of Positions :
1
Minimum Education Level :
Bachelor's Degree
Experience Required :
Training :
Bachelors Degree
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and
growing. We invest in our people. We care and make a positive
difference. This position works to support Northwestern Mutual\'s top
250 Wealth Advisors. Team members partner closely with those specific
advisors and their staff to deliver exceptional investment operational
support including, but not limited to, Advisory services support,
trading services, Asset Movement support, as well as multiple other
facets of operational investment support. While working to solve for the
field and the client, team members develop and cultivate strong
relationships with the advisors and their staff as their direct point of
contact for escalation management & problem solving. This position has
been classified as an Access Person, which will require the reporting of
your personal securities transactions. This position has been classified
as an Associated Person under NMIS guidelines and requires
fingerprinting and completion of required forms. FINRA non-registered
fingerprinted person WMC access person Primary Duties & Responsibilities
Resolves a variety of investment operations inquiries and escalations
from home office leaders, field staff or other team members. Uses
industry knowledge and analytical skills to resolve problems. Researches
and responds to client issues including but is not limited to placing
trades, assisting clients with system access and navigation, assisting
clients with account maintenance and inquiries, discussing the latest
market trends responding to research requests and providing investment
education to our clients. Provides ongoing home office
supervision/oversight function of investment advisory accounts to ensure
supervisory integrity and compliance to ensure core fiduciary
responsibilities are being met. Promotes client retention and identifies
opportunities to build existing relationships through timely and
accurate operational processing and service quality. Establishes and
maintains strong relationships with customers and team members while
providing quality service and support. Works with other specialists,
consultants and managers to handle the day-to-day monitoring of the area
including managing service levels for the call center and daily
processing work. Developing ability to direct and coordinate the team\'s
service activities and identifying changing service demands. Assists
team members as they work through complex case work or items beyond
their knowledge base. Prioritizes and organizes responsibilities and
uses appropriate resources within and outside of immediate work area.
Collaborates with internal customers and cross-functional teams to
resolve problems as needed. May review work of office staff team members
to ensure quality and accuracy. May contribute input into performance
evaluation process. Participates in and may lead process
improvement,\... For full info follow application link. EEO/AA
Employer/Vets/Disability \*\*\*\*\* APPLICATION INSTRUCTIONS: Apply
Online: ipc.us/t/E047599AB0E54705 Qualified females, minorities, and
special disabled veterans and other veterans are encouraged to apply.

Company Information

Name :
NORTHWESTERN MUTUAL LIFE INSURANCE

Application Information

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