Financial Services Ops Associate (Insurance & Investments)

Northwestern Mutual - Hawai'i; Honolulu (HI); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical Insurance

401(k) matching

Paid time off

Paid holidays

Job summary

Northwestern Mutual - Hawai'i seeks a Financial Services Associate to support financial advisors and clients across insurance and investment operations in Honolulu onsite. You'll process applications, manage service requests, and prepare client materials and reports.

You'll bridge insurance and investment needs, assist with onboarding, funding, and account servicing, and prepare investment proposals and research reports to support advisor conversations.

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 with the ability to manage multiple tasks.
• Excellent communication and problem-solving skills.
• Ability to maintain confidentiality.
• Tech savvy and comfortable learning new systems.
• Willingness to have fingerprints processed for a background check.

Responsibilities

• Process applications with precision and efficiency.
• Manage the underwriting process and take action to move cases forward.
• Process service requests, including name and address changes, beneficiary updates, and billing updates.
• Collaborate with partners to support the development of high-quality financial plans.
• Prepare and manage the process of opening investment accounts.
• Prepare and manage client communications.
• Prepare Envestnet proposals for Advisory clients.
• Prepare Morningstar reports.
• Prepare materials for quarterly and annual reviews, including investment summaries and consolidated investment reports.
• Organize, manage, and coordinate back-office insurance and investment account services and support.
• Thoroughly document case notes, thought process, analysis, and assumptions.
• Provide general account servicing as directed by the advisor.
• Serve as backup support for processing inbound checks, as needed.
• Complete other projects assigned by leadership.

Skills

Process-oriented

Customer service mindset

Attention to detail

Strong communication

Confidentiality

Tech savvy

Background check

Education

Bachelor's degree

Tools

Envestnet

Morningstar

Job description

Northwestern Mutual - Hawai'i seeks a Financial Services Associate to support financial advisors and clients across insurance and investment operations in Honolulu onsite. You'll process applications, manage service requests, and prepare client materials and reports.

You'll bridge insurance and investment needs, assist with onboarding, funding, and account servicing, and prepare investment proposals and research reports to support advisor conversations.