Investment Client Srvcs Rep Hybrid

NORTHWESTERN MUTUAL LIFE INSURANCE

FRANKLIN, WI

JOB DETAILS
LOCATION
FRANKLIN, WI
POSTED
30+ days ago
JOB REQUIREMENTS: We're hiring for multiple ICS teams: Asset Movement,
Account Maintenance & Features, Transfers, and New Account Opening.
Final placement will be based on skills, interest, and business need.
Who We Are At Northwestern Mutual, we are strong, innovative and
growing. We invest in our people. We care and make a positive
difference. Summary As an ICS Representative, you'll partner with
financial representatives, their staff, and home office colleagues to
deliver exceptional service on retirement and investment accounts.
You'll resolve inquiries, process transactions, and educate our field
partners and clients on options and next steps-all while navigating a
dynamic, collaborative, and metricsdriven environment. What You'll Do
Deliver exceptional service Provide a personalized, remarkable
experience by answering questions, explaining options, and guiding
callers through transaction procedures in a callcenter
setting/Investment operational setting. Own and resolve Take ownership
of cases; resolve basic to intermediate (semicomplex) inquiries and
transactions; anticipate downstream issues to reduce repeat contacts and
unnecessary transfers. Research and problemsolve Investigate and
evaluate solutions to complex questions, occasionally deviating from
standard procedures to identify root causes and remove friction.
Deescalate with empathy Calmly guide clients and field partners through
complex or unique scenarios to a constructive outcome. Be a trusted
advocate Act as a champion for our financial representatives and their
clients-coordinating with internal partners to meet needs quickly and
accurately. Leverage technology Use our systems and tooling to execute
transactions efficiently; promote digital and selfservice capabilities
by educating field partners. Protect privacy Handle all interactions and
transactional work in accordance with confidentiality, privacy, and
security standards. Adapt and collaborate Shift priorities as business
needs evolve; contribute to team goals and continuous improvement.
TeamSpecific Work (Examples) While all ICS Representatives share common
responsibilities, your daytoday may emphasize different work depending
on team placement: Asset Movement - Money movement requests (e.g.,
disbursements, journals, wires). Account Maintenance & Features -
Ownership/titling updates, address and householding changes, and
regulatory/AMLrelated maintenance tasks. Transfers - Inbound/outbound
asset transfers (e.g., ACAT/TOA), rollovers, coordinate letters of
acceptance and carrier requirements. New Account Opening - Guide the
field through digital account setup, resolve NIGOs, and ensure timely
completion of enrollment steps for brokerage/advisory accounts.
Qualifications Education: Associate's degree in business or related
field-or equivalent combination of education and... For full info
follow application link. EEO/AA Employer/Vets/Disability *
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/DA463287C59B4248
Qualified females, minorities, and special disabled veterans and other
veterans are encouraged to apply.

About the Company

N

NORTHWESTERN MUTUAL LIFE INSURANCE

Who We Are

What we believe.

We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities.
These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.

We’re known for our financial strength.

That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities.

We care.

We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about.


Why Work Here

We’re strong and growing.

In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.

We invest in our people.

We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.

Be part of building our future.

We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee.

Enjoy Milwaukee.

Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots.


Our Culture

We are always evolving.

At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.

We do what’s right.

Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work.

We recognize and develop possibilities in our people.

Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective.

Diversity makes us better.

We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

COMPANY SIZE
5,000 to 9,999 employees
INDUSTRY
Financial Services
FOUNDED
1857
WEBSITE
https://www.northwesternmutual.com/