Senior Risk Client Onboarding Specialist

Northwestern Mutual

Onboarding Specialist coordinating onboarding processes for financial advisors. Driving efficiency and providing consultation for financial service operations with high accuracy.

Posted 6/5/2026full-timeMilwaukee • Wisconsin • 🇺🇸 United StatesSenior💰 $65,440 - $98,160 per yearWebsite

About the role

Key responsibilities & impact

Primary point-of-contact for assigned field partners
Initiate applications and monitor underwriting requirements
Lead weekly calls with advisors for updates
Recommend and implement process improvements
Mentor less experienced staff and perform quality checks

Requirements

What you’ll need

Bachelor's degree in business or equivalent work experience
Minimum of three years of financial services experience
1-2 years of field risk operations preferred
Strong customer service skills
Comfortable learning new technology and tools
Strong consultation and organizational skills
Ability to build relationships and navigate the organization
Demonstrated problem-solving skills

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial services experiencefield risk operations

Soft Skills

customer service skillsconsultation skillsorganizational skillsrelationship buildingproblem-solving skillsmentoring

Certifications

Bachelor's degree