Investment Client Services Pro; Series
Job in
Franklin, Milwaukee County, Wisconsin, 53132, USA
Listed on 2026-03-07
Listing for:
Northwestern Mutual
Full Time
position Listed on 2026-03-07
Job specializations:
-
Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services company in Wisconsin is seeking an Investment Client Services Analyst to support clients and financial representatives with investment account inquiries. This role involves reviewing trade activities, providing performance information, and ensuring compliance with regulations. Candidates should possess strong investment knowledge, excellent communication skills, and at least 4 years of customer service experience. The position offers competitive pay and benefits, including flexible work schedules and comprehensive support.
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