Financial Services Associate

Northwestern Mutual; Honolulu (HI); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Medical Insurance

FSA

Short-Term Disability Insurance

Group Long-Term Disability Insurance

Group Life Insurance

3% Safe Harbor 401(k) contribution

Licensing & education opportunities

Paid time off

Job summary

Northwestern Mutual Hawaii is seeking a process-oriented Financial Services Associate to support financial advisors and clients in a fast-paced office environment. You will handle insurance applications, underwriting, service requests, onboarding, funding, and client communications, with opportunities to grow through licensing and additional responsibilities.

Join us at the Mauka Tower office in Honolulu for a dynamic team with strong emphasis on accuracy, confidentiality, and collaborative

Qualifications

• 2+ years of professional experience in a process-focused role.
• Customer service mindset and teamwork required.
• Strong attention to detail and confidentiality.
• Excellent communication and problem-solving skills.
• Proficient with new systems and technology.

Responsibilities

• Process applications with precision and efficiency
• Manage underwriting process and move cases forward
• Process service requests (name/address changes, beneficiary changes, billing updates)
• Collaborate with partners to develop financial plans
• Open investment accounts and manage client communications
• Prepare investment summaries and reports for reviews
• Document case notes, analysis, and assumptions
• Provide backup support for inbound checks

Skills

Customer service mindset

Team player

Attention to detail

Confidentiality

Tech-savvy

Tools

Envestnet

Job description

Are you passionate about delivering exceptional service? Join our team at Northwestern Mutual – Hawai’i, where we’re expanding our Centralized Services business unit and looking for a process-oriented, organized individual who thrives in a fast-paced environment.

The Financial Services Associate is part of a team that provides key operational support to financial advisors, engaging with both the advisors and their clients. A proactive professional with a sharp eye for detail and a commitment to delivering a top-tier experience. On the insurance side, you’ll handle applications, underwriting, and servicing requests. On the investment side, you'll handle new client onboarding, funding, and rollover calls. Within this team, there are multiple paths to grow your knowledge and skills to progress in your career.

Responsibilities:

• Process applications with precision and efficiency
• Manage underwriting process and take action to move cases forward
• Process service requests such as name and address changes, beneficiary changes, and billingupdates
• Collaborate with partners to develop high-quality financial plans
• Prepare and manage process of opening investment accounts
• Prepare and manage client communications
• Prepare Envestnet proposal for Advisory clients.
• Prepare materials for quarterly and annual reviews: investment summary, consolidated investment reports
• Organize, manage, and coordinate back-office insurance and investment account services and support
• Thoroughly document case notes, thought process, and analysis, and assumptions
• General account servicing as directed by advisor
• Be the backup support for processing inbound checks, as needed
• Other projects assigned by leadership

Qualifications:

• 2+ years of professional experience in a process-focused role (banking, mortgage, title/escrow, financial services)
• Team player with a customer service mindset
• Strong attention to detail and ability to manage multiple tasks
• Excellent communication and problem-solving skills
• Able to maintain confidentiality
• Tech savvy and comfortable learning new systems

Compensation & Benefits Package:

• Annualized Salary of $60,000 + more earning potential when licenses are acquired
• Additional Incentive Compensation $5,000-$10,000
• Medical Insurance
• FSA
• Short-Term Disability Insurance
• Group Long-Term Disability Insurance
• Group Life Insurance
• 3% Automatic Safe Harbor 401(k) contribution
• Employer-sponsored licensing, professional development, and education opportunities
• Competitive PTO and 11 paid holidays
• 100% employer paid parking at Harbor Court

The position would work in our office in the Mauka Tower of the Pacific Guardian Center at 737 Bishop Street Honolulu, HI 96813.