Remote Investment Client Services Analyst; Series
Harrisonburg, Rockingham County, Virginia, 22802, USA
Listed on 2026-11-06
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Finance & Banking
Financial Analyst, Financial Services, Financial Advisor / Consultant
Northwestern Mutual is seeking an Investment Client Services Analyst to support clients and registered representatives with investment account questions, performance inquiries, and securities transactions. The role requires Series 7/63 licenses and a strong understanding of tax reporting, mutual funds, and brokerage services.
In this position you will collaborate with NM Wealth partners, handle inquiries for investment accounts, and help educate clients on digital/self-service capabilities.
Consider building your career as a Remote Investment Client Services Analyst (Series 7/63) at Northwestern Mutual.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Investment Client Services Analyst (Series 7/63) role in the description above.
We appreciate your interest in this position.
Join Northwestern Mutual and contribute to our ongoing work.
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