Investment Client Srvcs Analyst (New Accounts) - Hybrid
Franklinonsitemid
Posted 5 days ago · via Workday
About this role
About the Job The New Accounts team within Investment Client Services supports our field partners and clients by completing new account requests accurately and efficiently in a regulated, client-focused environment. This role provides end-to-end ownership of new account inquiries and transactions, including reviewing account-opening documentation, resolving complex issues, managing escalations, and partnering with Financial Representatives to support a smooth account-opening experience. The role requires strong attention to detail, sound judgment, and strict adherence to confidentiality and client data privacy standards.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
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.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teams
More at Northwesternmutual
- View →Administrative AssistantMilwaukee, WI Corporate
- View →Wealth Accounting Sr. SpecialistMilwaukee, WI Corporate
- View →Brokerage Services Registered Analyst - Series 7/63 - RemoteFranklin, WI Corporate
- View →Investment Client Srvcs Analyst (Asset Movement) - HybridFranklin, WI Corporate
- View →Sr. Communications StrategistMilwaukee, WI Corporate
- View →Wealth Accounting LeadMilwaukee, WI Corporate