Investment Client Services Specialist – Fees and Billing
Northwestern Mutual
full-time
Posted on:
Location Type: Hybrid
Location: Franklin • Wisconsin • United States
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Salary
💰 $56,640 - $84,960 per year
Job Level
About the role
- 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
- 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
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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