About this opportunity
Northwestern Mutual lists this Financial Services Associate opportunity in honolulu, Hawaii. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Are you passionate about delivering exceptional service? Join our team at Northwestern Mutual – Hawai’i, where we’re expanding our Centralized Services business unit and looking for a process-oriented, organized individual who thrives in a fast-paced environment.
The Financial Services Associate is part of a team that provides key operational support to financial advisors, engaging with both the advisors and their clients. A proactive professional with a sharp eye for detail and a commitment to delivering a top-tier experience. On the insurance side, you’ll handle applications, underwriting, and servicing requests. On the investment side, you'll handle new client onboarding, funding, and rollover calls. Within this team, there are multiple paths to grow your knowledge and skills to progress in your career.
Responsibilities:
Process applications with precision and efficiency
Manage underwriting process and take action to move cases forward
Process service requests such as name and address changes, beneficiary changes, and billingupdates
Collaborate with partners to develop high-quality financial plans
Prepare and manage process of opening investment accounts
Prepare and manage client communications
Prepare Envestnet proposal for Advisory clients.
Prepare materials for quarterly and annual reviews: investment summary, consolidated investment reports
Organize, manage, and coordinate back-office insurance and investment account services and support
Thoroughly document case notes, thought process, and analysis, and assumptions
General account servicing as directed by advisor
Be the backup support for processing inbound checks, as needed
Other projects assigned by leadership
Qualifications:
2+ years of professional experience in a process-focused role (banking, mortgage, title/escrow, financial services)
Team player with a customer service mindset
Strong attention to detail and ability to manage multiple tasks
Excellent communication and problem-solving skills
Able to maintain confidentiality
Tech savvy and comfortable learning new systems
Compensation & Benefits Package:
Annualized Salary of $60,000 + more earning potential when licenses are acquired
Additional Incentive Compensation $5,000-$10,000
Medical Insurance
FSA
Short-Term Disability Insurance
Group Long-Term Disability Insurance
Group Life Insurance
3% Automatic Safe Harbor 401(k) contribution
Employer-sponsored licensing, professional development, and education opportunities
Competitive PTO and 11 paid holidays
100% employer paid parking at Harbor Court
The position would work in our office in the Mauka Tower of the Pacific Guardian Center at 737 Bishop Street Honolulu, HI 96813.
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Worksite address
honolulu, HI, 96814, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.