Remote Investment Operations & Client Support Specialist
Remote / Online - Candidates ideally in
Franklin, Milwaukee County, Wisconsin, 53132, USA
Listed on 2026-08-03
Franklin, Milwaukee County, Wisconsin, 53132, USA
Listing for:
Northwestern Mutual
Remote/Work from Home
position Listed on 2026-08-03
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Northwestern Mutual is seeking an experienced investment operations professional to resolve inquiries, monitor accounts, and ensure compliance. You will collaborate with home office leaders, field staff, and specialists to process trades, manage system access, and respond to client needs with accuracy.
The role emphasizes fiduciary responsibilities, client retention, and cross-functional teamwork. Travel may be required to meet advisor teams and participate in field events as needed.
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