Field Shared Services Wealth Ops Specialist

Northwestern Mutual Field Shared Services Wealth Ops Specialist 2 Hours AgoSaved Hybrid Milwaukee, WI, USA 57K-98K Annually Junior 57K-98K Annually JuniorFintech • Insurance • Financial ServicesProvides investment operations support for advisors and network offices by preparing investment proposals, opening accounts, processing transfers and ACH instructions, tracking account statuses, and resolving operational issues. The role also supports advisor calls, recommends process improvements, mentors junior staff, performs quality checks, and applies investment knowledge to nonstandard requests. Requires financial services and investment operations experience, strong analytical and communication skills, and preferred FINRA Series 7 licensing.Top Skills: AchFinraInvestment Systems