Remote Investment Operations & Client Support Specialist

Northwestern Mutual; Franklin (WI); On-site; USD 60,880 - 91,320; Full time

Job summary

Northwestern Mutual is seeking an experienced investment operations professional to resolve inquiries, monitor accounts, and ensure compliance. You will collaborate with home office leaders, field staff, and specialists to process trades, manage system access, and respond to client needs with accuracy.

The role emphasizes fiduciary responsibilities, client retention, and cross-functional teamwork. Travel may be required to meet advisor teams and participate in field events as needed.

Qualifications

• Bachelor's degree in Business or related field required or equivalent industry experience.
• Minimum of three years in an investment service or operations capacity.
• Strong analytical and decision-making skills with comfort in ambiguity.
• Excellent interpersonal and written communication skills.
• Knowledge of brokerage and advisory services/products and regulatory framework.

Responsibilities

• Resolves a variety of investment operations inquiries and escalations from home office leaders and field staff.
• Responds to client issues including trades, system access, account maintenance, and market research requests.
• Maintains supervisory integrity and compliance to meet fiduciary responsibilities.
• Builds and maintains relationships with customers and team members to deliver quality service.
• Collaborates with cross-functional teams to resolve problems and improve processes.
• May assist in performance evaluations and contribute to system testing and enhancements.

Skills

Adaptive Communication

Attention to Detail

Customer Service Mindset

Field Consulting

Investment Management Systems

Investment Products

Root Cause Analysis & Decision Quality

Education

Bachelor's degree in Business or related field

Tools

Pershing

Envestnet

Job description

Northwestern Mutual is seeking an experienced investment operations professional to resolve inquiries, monitor accounts, and ensure compliance. You will collaborate with home office leaders, field staff, and specialists to process trades, manage system access, and respond to client needs with accuracy.

The role emphasizes fiduciary responsibilities, client retention, and cross-functional teamwork. Travel may be required to meet advisor teams and participate in field events as needed.