Remote Investment Client Services Analyst (Series 7/63)
northwestern mutual investment servicesFranklin, WI
Remote Investment Client Services Analyst (Series 7/63)
northwestern mutual investment servicesFranklin, WIJunior L3
Financial and Investment AnalystsPersonal Financial AdvisorsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
APPLY NOW (opens in a new tab)Northwestern Mutual Investment Services, LLC is seeking an Investment Client Services Analyst to support clients and financial representatives with investment questions, transactions, and performance inquiries. You will de-escalate issues, educate clients on digital channels, and contribute to process improvements. Key duties include consulting on investment concepts, managing tax reporting support, and ensuring accuracy across trades and account maintenance.
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Level
Junior L3
Location
Franklin, WI
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
yesterday