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Investment Client Experience Specialist

Listing for: Northwestern Mutual
Full Time position Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Advisor / Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 32000 - 48000 USD Yearly USD 32000.00 48000.00 YEAR

Job Description & How to Apply Below

Northwestern Mutual is seeking an associate who delivers a personalized client experience in a call center environment. You will assist Financial Representatives and clients with investment-related questions, transactions, and servicing needs, handle complex inquiries, and coach teammates as needed.

You will apply expert knowledge of investment products, tax implications, and privacy standards while maintaining accuracy and client focus in a fast-paced setting.

We are looking to fill the Investment Client Experience Specialist position at Northwestern Mutual in Franklin, WI, United States.

This role, Investment Client Experience Specialist at Northwestern Mutual, could be your next move.

Are you ready to take on the Investment Client Experience Specialist role at Northwestern Mutual?

We would love to welcome a new Investment Client Experience Specialist to our team in Franklin, WI, United States.

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