Investment Client Services Analyst – Asset Movement

Northwestern Mutual

Asset Movement Analyst supporting retirement and investment account transactions at Northwestern Mutual. Resolving client and Financial Representative inquiries through accurate, confidential call-center service.

Posted 8/4/2026full-timeFranklin • Wisconsin • 🇺🇸 United StatesSenior💰 $23 - $35 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in asset movement processes and client advocacy, ensuring seamless transactions while maintaining confidentiality. Possesses advanced communication, organizational, and customer service skills to effectively support financial representatives and clients.

Highest-signal resume keywords

Asset Movement ExpertiseAdvanced Customer Service SkillsFinancial Services Industry AcumenCase Management SkillsChange Adaptability

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Asset Movement ProceduresTransaction ProcessingKeyboarding SkillsComplex Inquiry ResolutionClient Advocacy

Soft Skills

Advanced Communication SkillsOrganizational SkillsTime Management SkillsMultitasking AbilityAttention to Detail

Tools & Technologies

Asset Movement TechnologySelf-Service CapabilitiesCall Center Systems

Certifications & Qualifications

Non-Registered Fingerprinted Associated PersonFINRA Requirements

Industry Keywords

Financial ServicesClient ExperienceConfidentialityRisk Management

About the role

Key responsibilities & impact

Support field partners and clients with management and movement of retirement and investment accounts
Answer asset movement questions and provide servicing options in a call center environment
Assist with asset movement transaction procedures and services
Resolve basic and intermediate inquiries and transactions from Financial Representatives and clients
Investigate and evaluate solutions to complex asset movement inquiries and identify root causes
Take ownership of calls and anticipate future issues to prevent repeat calls and unnecessary transfers
De-escalate complex and unique inquiries while ensuring a positive client experience
Advocate for Financial Representatives and partner with them to meet client asset movement needs
Adopt new asset movement technology and educate field partners about website and self-service capabilities
Understand risks and impacts of asset movement transactions on clients and accounts
Connect asset movement systems, processes, and outcomes to ensure seamless transfers and transactions
Handle phone and transactional responsibilities while maintaining confidentiality and privacy
Shift work priorities to meet changing business needs

Requirements

What you’ll need

Associate's degree in business or a related field, or an equivalent combination of education and experience
Minimum of 4 years of customer service experience, preferably focused on asset movement, related transactions, or financial services
Advanced written and verbal communication skills
Ability to explain complex asset movement processes and resolve client inquiries
Ability to multitask and handle a high volume of calls and caseloads accurately
Excellent organizational and time management skills
Desire to continuously learn asset movement processes and improve performance
Computer experience and solid keyboarding skills
Ability to quickly learn and adapt to new software systems
Advanced customer service mindset
Advanced attention to detail
Advanced financial services industry acumen
Advanced customer support skills
Advanced client advocacy skills
Advanced change adaptability
Advanced case management skills
Must complete fingerprinting and required form
Classified as a Non-Registered Fingerprinted Associated Person under NMIS guidelines and FINRA requirements

Benefits

Comp & perks

Equal opportunity employer
Career growth opportunities
Environment supporting creative ideas, challenges, leadership, and personal objectives