Home
/
Comprehensive
/
Investment Client Services Specialist
Investment Client Services Specialist-March 2024
Franklin
Mar 31, 2026
About Investment Client Services Specialist

  JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. This position works to support Northwestern Mutual\'s top250 Wealth Advisors. Team members partner closely with those specificadvisors and their staff to deliver exceptional investment operationalsupport including, but not limited to, Advisory services support,trading services, Asset Movement support, as well as multiple otherfacets of operational investment support. While working to solve for thefield and the client, team members develop and cultivate strongrelationships with the advisors and their staff as their direct point ofcontact for escalation management & problem solving. This position hasbeen classified as an Access Person, which will require the reporting ofyour personal securities transactions. This position has been classifiedas an Associated Person under NMIS guidelines and requiresfingerprinting and completion of required forms. FINRA non-registeredfingerprinted person WMC access person Primary Duties & ResponsibilitiesResolves a variety of investment operations inquiries and escalationsfrom home office leaders, field staff or other team members. Usesindustry knowledge and analytical skills to resolve problems. Researchesand responds to client issues including but is not limited to placingtrades, assisting clients with system access and navigation, assistingclients with account maintenance and inquiries, discussing the latestmarket trends responding to research requests and providing investmenteducation to our clients. Provides ongoing home officesupervision/oversight function of investment advisory accounts to ensuresupervisory integrity and compliance to ensure core fiduciaryresponsibilities are being met. Promotes client retention and identifiesopportunities to build existing relationships through timely andaccurate operational processing and service quality. Establishes andmaintains strong relationships with customers and team members whileproviding quality service and support. Works with other specialists,consultants and managers to handle the day-to-day monitoring of the areaincluding managing service levels for the call center and dailyprocessing work. Developing ability to direct and coordinate the team\'sservice activities and identifying changing service demands. Assiststeam members as they work through complex case work or items beyondtheir knowledge base. Prioritizes and organizes responsibilities anduses appropriate resources within and outside of immediate work area.Collaborates with internal customers and cross-functional teams toresolve problems as needed. May review work of office staff team membersto ensure quality and accuracy. May contribute input into performanceevaluation process. Participates in and may lead processimprovement,... For full info follow application link. EEO/AAEmployer/Vets/Disability ***** APPLICATION INSTRUCTIONS: ApplyOnline: ipc.us/t/0307808F7B2D4DCE Qualified females, minorities, andspecial disabled veterans and other veterans are encouraged 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
Strategic Marketing V - (B5)
Key Responsibilities Candidate will be responsible for driving the strategic direction of a product division, defining the segmentation of our product portfolio and the strategies associated with eac
application development - quality assurance analyst (sdet, automated, java, python) ii
...
Technician Apprenticeship Program - JR-2302638-5859
This job was posted by https://www.vermontjoblink.com : For moreinformation, please see: https://www.vermontjoblink.com/jobs/1118205About GlobalFoundries: GlobalFoundriesisa leading full-service semi
Delivery Driver
Delivery driver to deliver supermarket equipment in non-CDL automatic 25 foot straight truck. Plenty of overtime. Access to health insurance and 401K plan. ...
Medical Assistant (MA, EMT, CNA) - Family Medicine
Work where every moment matters. Every day, over 30,000 Hartford HealthCare employees come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite you to b
Sales and Service Specialist
...
Enterprise Architect - Wisconsin Residency Required
Enterprise Architect Remote, Must be WI resident, 6+ month contract - likely extensions/conversions This position is responsible for designing, developing, and implementing the overall technology str
Product Demonstrator Part Time
Job Posting Overview Weekly Pay Flexible Schedule Fun Work Environment Career Advancement Opportunities Online and/or on-the-job training This part time associate samples products for suppliers withi
Automotive Technician
Company Overview Bridgestone Retail Operations (BSRO) is part of Bridgestone Americas and employs over 22,000 teammates in North America. BSRO operates more than 2,200 company-owned stores, including
Senior Financial Analyst
Company Overview Wherever you work and whatever role you fill, when you represent the Bridgestone name you know that you are a valued teammate who is part of our larger mission to “Serve Society with
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved