Job Details

Investment Client Services Analyst

Open to remote. If local to Franklin, WI, 3 days onsite (M, T, W) will be required.

Advisory Services is a specialized team within the Investment Client Services Operations department. This team partners closely with financial representatives andinternal stakeholders to deliver strategic guidance and tailored solutions for complex investment-related inquiries. The focus is on providing consultative support, ensuring operational excellence, and enhancing the client experience through proactive problem-solving and relationship management.

As an Investment Client Services Analyst in Advisory Services, you will act as a trusted resource for financial representatives and clients, offering expertise on investment products, operational processes, and regulatory considerations. This role goes beyond transactional serviceit requires critical thinking, collaboration, and the ability to guide stakeholders through nuanced scenarios that impact client outcomes.

Key responsibilities include:

• Serve as a subject matter expert for investment products and advisory processes, providing consultative support to financial representatives and internal partners.
• Analyze complex inquiries, identify root causes, and deliver solutions that align with compliance and operational standards.
• Collaborate with cross-functional teams to resolve escalated issues and ensure seamless client experiences.
• Educate stakeholders on best practices, system capabilities, and process improvements to drive efficiency and accuracy.
• Contribute to strategic initiatives within Investment Client Services by sharing insights and recommending enhancements.
• Maintain a strong understanding of industry regulations, tax implications, and product features to support informed decision-making.

Qualifications include:

• Bachelor's degree in business, finance, or related field (or equivalent experience).
• 3+ years of experience in investment operations, client services, or advisory support.
• Strong knowledge of investment products (e.g., VA, VL, VUL, retirement plans) and related tax considerations.
• Excellent communication and problem-solving skills with the ability to manage complex scenarios.
• Proficiency in digital tools and systems; ability to explain technical concepts clearly.
• Series 6/7/63 preferred

Why join Advisory Services?

This role offers the opportunity to work in a dynamic environment where you'll influence client outcomes, collaborate with experienced professionals, and contribute to the strategic growth of our investment operations. If you thrive in a consultative, problem-solving role and want to make an impact, Advisory Services is the place for you.

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form. Non-Registered Fingerprinted - FINRA

Compensation range:

Pay range - start: $23.11

Pay range - end: $34.66

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.