Investment Client Onboarding Senior Specialist

Northwestern Mutual Investment Client Onboarding Senior Specialist 2 Hours AgoSaved Hybrid Milwaukee, WI, USA 70K-121K Annually Senior level 70K-121K Annually Senior levelFintech • Insurance • Financial ServicesSupports investment client onboarding by preparing proposals and account paperwork, entering transfer and ACH instructions, tracking account status, resolving transfer issues, conducting quality checks, and coordinating updates with advisors and staff. The role also improves operational processes, mentors junior team members, and applies investment knowledge to handle exceptions and special instructions.Top Skills: AchInvestment Account Systems