Home
/
Comprehensive
/
Investment Client Services Senior
Investment Client Services Senior-June 2024
Franklin
Jun 27, 2026
About Investment Client Services Senior

  JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. The ICS Senior Specialist provides team leadership. Based onrole, acts as a backup to the manager. Responsibilities includeindependently resolving issues in brokerage and advisory accountsincluding escalated issues and inquiries from home office leaders andfield staff. Takes a leadership role as a technical expert and isresponsible for identifying proactive solutions. Participates in crossfunctional projects and committees. Assists manager in the oversight ofday-to-day operations, including developing, recommending andimplementing new policies and procedures. Is involved in or supervisesthe scheduling of processing and call center support includingmonitoring team service levels. Independently seeks, investigates andimplements process improvements. Provides coaching and training to lessexperienced team members including both management and non-managementstaff. PRINCIPAL ACCOUNTABILITIES: Responsible for the day-to-dayoperations of the fees & billing team processes. Review and analyzereports to determine best course of actions to update billing system andcustodial system to correctly bill our clients. Research and resolve avariety of inquiries from internal teams related to fee and billingprocesses. Responsible for monitoring, reconciling, and executing eventsin the investment advisory fee cycle to ensure proper billing andadjustments impacting customer accounts and advisor compensation. Takesa leadership role as a technical expert and is responsible foridentifying proactive solutions. Participates in cross functionalprojects and committees. Resolves a variety of investment operationsinquiries that have been escalated from the home office and field staff.Uses industry knowledge and analytical skills to resolve problems.Handles cases that are escalated from team member. Participates inprocess improvements, product introduction, or system enhancementsacross the department. Participates in system testing for projects andsystem maintenance that requires operational expertise. QUALIFICATIONS:Bachelor\'s degree in Business or related field or equivalent industryexperience. Broad professional knowledge of the investment industrygained through a minimum of three to five years in an investment serviceor operations capacity. Demonstrated analytical skills and confidence tomake judgments and decisions involving ambiguity. Demonstratedinitiative to investigate, recognize, and solve problems. Strong Exceland/or other database management skills. Familiarity with Investmentadvisory accounts operations. Knowledge of NetX360 or Envestnetpreferred. Strong interpersonal and written communication skills.Self-motivated and self-directed with the ability to manage multipleassignments with minimal guidance... For full info follow applicationlink. EEO/AA Employer/Vets/Disability ***** APPLICATIONINSTRUCTIONS: Apply Online: ipc.us/t/DC98A781F53B40B3 Qualified females,minorities, and special disabled veterans and other veterans areencouraged to apply.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Customer Service/Sales
Job Description Position Purpose: Customer Service/Sales associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. These associates lea
Repair and Tool Technician
Job Description Repair and Tool Technicians are responsible for the evaluation and repair of small engines, outdoor power equipment and handheld electrical devices. This position makes equipment reco
Store Support
Job Description Position Purpose: Associates in Store Support positions are responsible for a variety of non-sales functions. This may include ensuring an outstanding customer order fulfillment exper
Warehouse Support
Job Description Position Purpose: Associates in a Warehouse Support role may perform activities related to scheduling inbound and/or outbound activities in the Distribution Center; ensure inventory a
Department Supervisor
Job Description Department Supervisors lead, train, coach and develop associates in each department to ensure customers receive excellent service and can easily find the merchandise they need. In add
Customer Service/Sales
Job Description Position Purpose: Customer Service/Sales associates provide fast, friendly service by actively seeking out customers to assess their needs and provide assistance. These associates lea
Lot Associate
Job Description Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a suffi
Designer - Kitchen/Bath
Job Description Designers support three primary store priorities: Customers First, In Stock, and Store Appearance. Designers support Customers First by providing fast, thorough, and friendly service
Lot Associate
Job Description Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a suffi
Patriot Quality Assurance (QA) Engineer (Mechanics)
Date Posted: 2023-12-27 Country: Saudi Arabia Location: ZSAU02112: Jeddah P.O. Box 1348 Expat, P.O. Box 1348, Jeddah, 21431, Saudi Arabia Position Role Type: Unspecified About Us: At Raytheon Saudi A
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved