Investment Client Srvcs Analyst (Asset Movement) - Hybrid

Franklinonsitemid

Posted today · via Workday

About this role

Job Description At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Job Description: This position supports our field and clients with the management and movement of their retirement and investment accounts. Team members collaborate closely with financial representatives, their staff, and company colleagues to provide exceptional client support. Responsibilities include processing various account transactions, handling customer inquiries related to retirement and investment account money movement.…

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reqspace match rubric

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1

Skills match

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2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Franklin. We weight your proximity and willingness to relocate.

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