1 Investment Operations Associate Job in Clayton, MO
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Northwestern Mutual is Hiring an Investment Operations Associate Near Clayton, MO
Investment Operations Associate
Our mission is to help clients understand their current financial picture considering their future financial goals through a holistic planning process. Our values are Integrity, Trust, Positivity, Generosity, Self-Awareness, Responsibility, and Playfulness.
Overall Function:
The Investment Operations Associate is a full-time position responsible for providing all aspects of investment sales support. Our ideal candidate has extensive experience and a comprehensive knowledge of investments. They have the ability to work with a team of professionals as well as interact with current and future clients on a regular basis.
Support
- Handle case notes, processing investment correspondence and implementation
- Open new accounts, money movement and other investment related support for clients
- Ensuring NMIS and insurance compliance requirements are implemented and followed
Proposal and Case Preparation
- Gathering information for financial advisors meeting with clients and prospects
- Preparing reports and documents for client meetings
Processing Accounts
- Preparing and processing all paperwork needed for investment accounts
- Receiving and monitoring incoming monies
- Processing proposal amendments in Envestnet
- Monitoring Envestnet/Netx360 for alerts and upcoming annual reviews
Client Service
- Corresponding with clients to handle service issues
- Maintaining daily tickler system for account follow-ups and service requirements
- Running performance reports in Envestnet, Morningstar and NMCIR
Qualifications
- Financial industry experience required
- Series 6 and/or 7 licensing preferred
- Strong attention to detail with the ability to work with a high degree of accuracy
- Willingness to learn with a focus on professional development
- Ability to embrace change and work in a fast-paced environment
Expectations & Benefits:
- Ability to commute to job location daily
- Work standard 40 hours, Monday-Friday
- Personal and professional development opportunities
- Health, vision, and dental Insurance; Long-term Disability; PTO; holiday pay; industry licensing and CE expenses; parking
Job Summary
Full Time
$118k-178k (estimate)
12/21/2023
05/12/2024
elmaninsurance.com
San Jose, CA
<25
Related Companies
The job skills required for Investment Operations Associate include Planning, Attention to Detail, Client Service, Futures, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Operations Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Operations Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Operations Associate positions, which can be used as a reference in future career path planning. As an Investment Operations Associate, it can be promoted into senior positions as an Investment Portfolio Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Operations Associate. You can explore the career advancement for an Investment Operations Associate below and select your interested title to get hiring information.
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