Investment Client Services Specialist - Top Advisor
Northwestern Mutual(1 month ago)
About this role
This role provides dedicated investment operations support for Northwestern Mutual’s top 250 Wealth Advisors, acting as the primary operational liaison and escalation point. It is an associated/access person position with required reporting of personal securities transactions and fingerprinting. The role sits within the firm’s investment operations function and supports collaboration between home office and field teams.
Required Skills
- Investment Operations
- Trading Services
- Asset Movement
- Advisory Support
- Escalation Management
- Client Relationships
- Compliance Oversight
- Analytical Skills
- Communication
- Project Management
+2 more
Qualifications
- Bachelor's Degree in Business or Related Field
- FINRA Series 6
- FINRA Series 7
- Fingerprinting
- Associated Person (NMIS)
About Northwestern Mutual
northwesternmutual.comNorthwestern Mutual is a financial partner that offers personalized plans, top-rated services and life insurance. Find a financial advisor and get started on your plan today.
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