Investment Client Services Specialist - Top Advisor
Northwestern Mutual(12 days ago)
About this role
This role involves supporting investment operations by resolving client inquiries, ensuring compliance and supervisory integrity, and maintaining strong client relationships. The position requires industry knowledge, analytical skills, and the ability to work independently in a supervisory and service-oriented environment.
Required Skills
- Customer Service
- Investment Operations
- Trade Execution
- Account Management
- Compliance
- Financial Regulations
- System Navigation
- Client Relations
- Process Improvement
- Operational Support
Qualifications
- Bachelor's degree in Business or related field
- 3+ years in investment service or operations
- FINRA Series 6 or 7
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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