Northwestern Mutual

Client Onboarding Senior Specialist

Milwaukee, WI, United States · Senior · Full-time

Sponsorship not specifiedDetected 3250 days ago

ResearchLeadershipCommunicationMentoring

About the role

We believe relationships are built on trust.
These beliefs launched our company nearly 160 years ago.
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.

Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.
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.
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 lead weekly GEMBA walks and keep the process owner informed of issues impacting team processing goals.

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).

And we're much stronger together than we are apart.
At Northwestern Mutual, we believe relationships are built on trust.
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.

This listing is sourced directly from Northwestern Mutual's careers page and normalized into a canonical job model.