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Investment Client Services Analyst, Series 6/7/63
Northwestern MutualInvestment Client Services Analyst in Advisory Services offering expertise on investment products and advisory processes. Collaborating with financial representatives and internal stakeholders to enhance client experiences.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment productsadvisory processesinvestment operationsclient servicesproblem-solvingcompliance standardstax implicationsretirement plansdigital toolssystem capabilities
Soft Skills
communicationconsultative supportcollaborationeducating stakeholdersanalytical skillsstrategic thinkingefficiencyaccuracyroot cause analysisissue resolution
Certifications
Bachelor’s degreeSeries 6Series 7Series 63