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    Director of Investment and Client Operations - Alexandria, United States - Northwestern Mutual

    Northwestern Mutual
    Northwestern Mutual Alexandria, United States

    4 weeks ago

    Default job background
    Description
    Job Description


    Job Description Salary:
    $75k-$90k DOQ

    Northwestern Mutual - Alexandria is an established comprehensive financial advisory firm.

    The Director of Operations & Client Service role specializes in client service and processing of variable products and other securities.

    This person will ensure the maintenance of an efficient and compliant office, allowing the wealth management advisor to focus on building client relationships.

    The Director of Operations & Client Service is a liaison between the corporate office, wealth management advisor and clients.

    Responsibilities include, but are not limited to:
    Advisor Support
    Handle case notes, processing correspondence, maintaining client case files and filing performance reports, account forms and other advisory paperwork
    Maintaining the team calendar
    Responding to home office account inquiries
    Monitoring and stocking marketing materials for Signature advisory programs
    Ensuring compliance requirements are implemented and followed

    Account Services
    Gathering information for Wealth Management Advisor meetings with client/prospect
    Preparing advisory annual review information
    Preparing, processing, and monitoring all paperwork needed for

    investment/advisory

    accounts for asset transfers and on initial and subsequent funding of advisory accounts
    Processing proposal amendments, monitoring alerts and annual reviews, executing buy/sell orders and rebalancing orders
    Verify paperwork is completed correctly and relay information that is still needed to advisor

    Client Services
    Corresponding with clients to handle advisory related service issues
    Obtain all necessary information along with specific instructions from the Wealth Management Advisor
    Accepting

    redemptions/withdrawals

    from clients and communicating instructions to home office

    Benefits
    Medical, dental, and vision insurance
    Employer-provided retirement account
    Short Term Disability

    PTO
    Paid Holidays
    Salary & Bonus Structure


    Qualifications Required:
    2 years industry investment experience
    Investment License - Series 7 is required
    Bachelor's degree is preferred
    Familiarity with Microsoft applications and data entry and information retrieval software
    Excellent oral and written communication skills
    Strong critical thinking, financial analysis and problem-solving skills required
    Ability to manage multiple diverse projects and assignments in a timely and quality manner
    Strong attention to detail with the ability to work with a high degree of accuracy
    Demonstrated ability to maintain effective working relationships with clients
    Ability to embrace change and work in a fast-paced environment
    Able to work both independently and in a team
    Ability to maintain confidentiality
    Desire and capacity for further education and credentials


    Upon Hire:
    Minnesota Life, Accident & Health Licensing
    General Securities Registered (Series 7)
    Completion of home office Signature advisory training

    #J-18808-Ljbffr
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