Jobs for People with MS: National MS Society

JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary: This position works to support our field and clients with the trading and management of their investment accounts. Team members partner closely with Northwestern Mutual\'s financial representatives and their staff in the field, and team, department, and company colleagues to deliver exceptional investment operational support associated with trading services. This position has been classified as an Access Person, which will require the reporting of your personal securities transactions. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required forms. FINRA non-registered fingerprinted person WMC access person Primary Duties & Responsibilities Trading Support: Support trading, management, and servicing functions associated with program advisory accounts. Handle trade requests, ensuring accuracy and efficiency in the trading process across various financial instruments, including equities, mutual funds, ETFs, and fixed income securities. This also may include a focus on trade corrections. Provide expert support in the execution of trades, working closely within the team, across teams, and with strategic vendors to resolve issues, which may include trade error or margin/debit situations. Investment Operations Support: Resolve a variety of investment operations inquiries and escalations from home office leaders, field staff, or other team members. Utilize industry knowledge and analytical skills to solve problems effectively. Embrace new technology and promote self-service capabilities while understanding the risks and impacts of transactions. Leverage trading platforms and tools to streamline processes, improve accuracy, and enhance service delivery. Be an advocate for positive change and maintain a continuous improvement mindset. Field/Client Issue Resolution: Research and respond to field/client issues, including but not limited to: Placing trades. Aiding in account maintenance and inquiries. Responding to research requests. Assisting field/clients with navigation. Discussing the latest market trends. Supervision and Compliance: Provide ongoing home office supervision and oversight of investment advisory accounts to ensure supervisory integrity and compliance. Ensure that core fiduciary responsibilities are met. Client Retention and Relationship Building: Promote client retention by identifying opportunities to strengthen existing relationships through timely and accurate operational processing and service quality. Establish and maintain strong relationships with field/clients and team members while delivering quality service and support. Team Collaboration and Service Monitoring: Work with other specialists, consultants, and... For full info follow application link. EEO/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/55AA39004DEA4C2F Qualified females, minorities, and special disabled veterans and other veterans are encouraged to apply.