Investment Client Services Specialist – Fees and Billing

Northwestern Mutual

Fees and Billing Specialist managing various billing workflows and inquiries at Northwestern Mutual. Participating in cross‑functional projects and process improvements for investment services operations.

Posted 4/3/2026full-timeFranklin • Wisconsin • 🇺🇸 United StatesSenior💰 $56,640 - $84,960 per yearWebsite

About the role

Key responsibilities & impact

Independently processes various billing workflows and work baskets.
Responds to billing inquiries from home office and field staff.
Participates in cross‑functional projects and committees.
Assists teammates with oversight of day‑to‑day operations.
Researches and resolves a variety of inquiries from internal teams related to fee and billing processes.
Monitors, reconciles, and executes events in the investment advisory fee cycle.
Resolves a variety of investment operations inquiries escalated from home office and field staff.
Participates in process improvements, product introductions, and system enhancements across the department.

Requirements

What you’ll need

Bachelor’s degree in Business or a related field, or equivalent industry experience.
Broad professional knowledge of the investment industry gained through a minimum of three years in an investment services or operations role.
Demonstrated analytical skills and the ability to make sound judgments in ambiguous situations.
Self‑motivated and self‑directed, with the ability to manage multiple assignments with minimal guidance.
Strong interpersonal, written communication, and Excel skills.
Demonstrated ability to positively influence and work cooperatively with employees at all levels.
Demonstrated ability to proactively adapt to change.
Strong technical knowledge of operational aspects related to brokerage and advisory services and products.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

billing workflowsinvestment advisory fee cycleanalytical skillsExceloperational aspectsbrokerage servicesadvisory services

Soft Skills

self-motivatedself-directedinterpersonal skillswritten communicationability to manage multiple assignmentsability to positively influenceability to adapt to change

Certifications

Bachelor’s degree in Business