Client Onboarding Senior Specialist

  • Milwaukee, WI
  • Full-time

Company Description

You and Northwestern Mutual. We believe relationships are built on trust. That our lives and our work matter. And we’re much stronger together than we are apart. 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.

Our business is about helping people secure their financial futures, and that starts with putting people first – our clients, our employees and our field representatives. Northwestern Mutual is known for financial strength. We’re strong, innovative and growing. Come grow with us.

Job Description

At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. 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 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.

We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business.

We care.  We make a positive difference in our communities. Nationally, thousands have benefitted 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.

 

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

 

What's the role?
The Client Onboarding Sr. Specialist serves as a technical expert, providing administrative leadership and training/mentoring within their division. In this role, the employee will assist and educate Financial Representatives with regard to Investment Plans and collect non suitability information from current or potential clients.
The employee will expedite special handling cases; negotiate resolutions that balance the needs of the company with those of the customer; provide subject matter expertise, lead small projects and divisional initiatives; conduct research and recommend the feasibility of project scope; The employee serves as a subject matter expert for CL&I and RIE’s. They will be responsible for updating and maintaining standard work, providing coaching and feedback to staff, keeping the MDI, APB and IPT boards updated.  They will lead weekly GEMBA walks and keep the process owner informed of issues impacting team processing goals.
 
Hours for the role are from 7:00 am - 6:00 pm.

 

 

Bring Your Best! What this role needs:
  • Bachelors degree in business or related field or equivalency and/or equivalent work experience plus a minimum four years experience with designated investment products and/or services.
  • Analytical ability, judgment and decision making.
  • Excellent communication skills and organizational skills.
  • Experience leading multiple projects and assignments.
  • Series 7 registration is required for duties related to securities and other investment products (to be obtained in a designated period of time).
  • FINRA Series 7

 

Req ID: 16161
Position Type: Regular Full Time
Education Experience: Bachelor's Required
Employment Experience: 3-5 years
Licenses/Certifications:
FLSA Status: Exempt
Posting Date: 08/22/2017