213 Customer Service Representatives jobs in Kenosha

Are you a proven detail oriented administrative professional with strong organizational skills? Do you enjoy the fast-paced environment of wealth management and financial services?M&S Wealth Management is seeking a driven and flexible administrative professional who is looking to use their excellent service and support skills in a fast-growing team. This role reports directly to the Managing Director as well as assisting other team members in helping to provide high quality service to clients.The ideal candidate will be on-site 5 days a week and focus on client needs and support, have excellent follow-up and attention to detail, have outstanding customer service, and have experience working with high-net-worth clients. If you have experience in financial services in an administrative capacity as well as the desire to work in a role where you can be challenged as well as gain new experience and a more vibrant skills set, this could be a great opportunity.Responsibilities:Deliver superior client service to assigned families - analyze accounts, troubleshoot problems, schedule and organize meetings; serve as liaison between advisor and client as needed.Develop and maintain internal and external relationships focused on enhancing the client experience.Schedule and prepare reports for quarterly reviews, ensuring accuracy of data and timeliness of delivery to client.Monitor Tamarac reporting system to confirm accuracy and holistically report on asset allocation and performance. Manage client execution items in task management system with appropriate documentation and organization.Prepare meeting agenda (with advisor input) and supporting materials.Assist other team members and advisors regarding scheduling to arrange and confirm client meetings and other client support tasks when necessary.Provide financial planning support to advisors, maintaining financial planning profiles and updating plan information in planning software.Bachelor's degreeStrong desire to work in wealth management, financial service or other related industryOutstanding communication skills both verbal and writtenExtremely motivated and able to work both independently and collaboratively with a teamExceptional organization and project management skills with excellent attention to detailExperience working with custodial platforms highly preferred

Join to apply for the Investment Client Services Specialist - Top Advisor role at Northwestern Mutual

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Join to apply for the Investment Client Services Specialist - Top Advisor role at Northwestern Mutual

This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited to, Advisory services support, trading services, Asset Movement support, as well as multiple other facets of operational investment support. While working to solve for the field and the client, team members develop and cultivate strong relationships with the advisors and their staff as their direct point of contact for escalation management & problem solving.

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
  
  

• Resolves a variety of investment operations inquiries and escalations from home office leaders, field staff or other team members. Uses industry knowledge and analytical skills to resolve problems.
• Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients.
• Provides ongoing home office supervision/oversight function of investment advisory accounts to ensure supervisory integrity and compliance to ensure core fiduciary responsibilities are being met.
• Promotes client retention and identifies opportunities to build existing relationships through timely and accurate operational processing and service quality. Establishes and maintains strong relationships with customers and team members while providing quality service and support.
• Works with other specialists, consultants and managers to handle the day-to-day monitoring of the area including managing service levels for the call center and daily processing work. Developing ability to direct and coordinate the team's service activities and identifying changing service demands.
• Assists team members as they work through complex case work or items beyond their knowledge base.
• Prioritizes and organizes responsibilities and uses appropriate resources within and outside of immediate work area. Collaborates with internal customers and cross-functional teams to resolve problems as needed.
• May review work of office staff team members to ensure quality and accuracy. May contribute input into performance evaluation process.
• Participates in and may lead process improvement, product introduction, or system enhancement across the division. Participates in system testing and system maintenance that requires operational expertise.
• Keeps informed of developments in the industry and anticipates information needed by others and is responsible for communicating change.
  
  

• Bachelor's degree in Business or related field or equivalent industry experience.
• Broad professional knowledge of the investment industry gained through a minimum of three years in an investment service or operations capacity.
• Demonstrated leadership and interpersonal skills
• Experience with building and cultivating relationships with advisors and field teams
• Demonstrated analytical skills and confidence to make judgments and decisions involving ambiguity
• Strong interpersonal and written communication skills
• Demonstrated ability to positively influence and work cooperatively with employees at all levels
• Demonstrated ability to proactively react to change
• Self-motivated and self-directed with the ability to manage multiple assignments with minimal guidance or direction
• Strong technical knowledge of the operational aspects related to brokerage and advisory services/products.>>Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment.
• Strong business acumen and demonstrated ability to learn new business concepts and procedures.
• Depending on the specific job responsibilities assigned, this position could either require a minimum of a FINRA Series 6 or FINRA Series 7.
  
  

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Other

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This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited to, Advisory services support, trading services, Asset Movement support, as well as multiple other facets of operational investment support. While working to solve for the field and the client, team members develop and cultivate strong relationships with the advisors and their staff as their direct point of contact for escalation management & problem solving.

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

• Resolves a variety of investment operations inquiries and escalations from home office leaders, field staff or other team members. Uses industry knowledge and analytical skills to resolve problems.

• Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients.

• Provides ongoing home office supervision/oversight function of investment advisory accounts to ensure supervisory integrity and compliance to ensure core fiduciary responsibilities are being met.

• Promotes client retention and identifies opportunities to build existing relationships through timely and accurate operational processing and service quality. Establishes and maintains strong relationships with customers and team members while providing quality service and support.

• Works with other specialists, consultants and managers to handle the day-to-day monitoring of the area including managing service levels for the call center and daily processing work. Developing ability to direct and coordinate the team's service activities and identifying changing service demands.

• Assists team members as they work through complex case work or items beyond their knowledge base.

• Prioritizes and organizes responsibilities and uses appropriate resources within and outside of immediate work area. Collaborates with internal customers and cross-functional teams to resolve problems as needed.

• May review work of office staff team members to ensure quality and accuracy. May contribute input into performance evaluation process.

• Participates in and may lead process improvement, product introduction, or system enhancement across the division. Participates in system testing and system maintenance that requires operational expertise.

• Keeps informed of developments in the industry and anticipates information needed by others and is responsible for communicating change.

Qualifications

• Bachelor's degree in Business or related field or equivalent industry experience.

• Broad professional knowledge of the investment industry gained through a minimum of three years in an investment service or operations capacity.

• Demonstrated leadership and interpersonal skills

• Experience with building and cultivating relationships with advisors and field teams

• Demonstrated analytical skills and confidence to make judgments and decisions involving ambiguity

• Strong interpersonal and written communication skills

• Demonstrated ability to positively influence and work cooperatively with employees at all levels

• Demonstrated ability to proactively react to change

• Self-motivated and self-directed with the ability to manage multiple assignments with minimal guidance or direction

• Strong technical knowledge of the operational aspects related to brokerage and advisory services/products.>>Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment.

• Strong business acumen and demonstrated ability to learn new business concepts and procedures.

• Depending on the specific job responsibilities assigned, this position could either require a minimum of a FINRA Series 6 or FINRA Series 7.

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Compensation Range:

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We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

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Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited to, Advisory services support, trading services, Asset Movement support, as well as multiple other facets of operational investment support. While working to solve for the field and the client, team members develop and cultivate strong relationships with the advisors and their staff as their direct point of contact for escalation management & problem solving.

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

• Resolves a variety of investment operations inquiries and escalations from home office leaders, field staff or other team members. Uses industry knowledge and analytical skills to resolve problems.
• Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients.
• Provides ongoing home office supervision/oversight function of investment advisory accounts to ensure supervisory integrity and compliance to ensure core fiduciary responsibilities are being met.
• Promotes client retention and identifies opportunities to build existing relationships through timely and accurate operational processing and service quality. Establishes and maintains strong relationships with customers and team members while providing quality service and support.
• Works with other specialists, consultants and managers to handle the day-to-day monitoring of the area including managing service levels for the call center and daily processing work. Developing ability to direct and coordinate the team's service activities and identifying changing service demands.
• Assists team members as they work through complex case work or items beyond their knowledge base.
• Prioritizes and organizes responsibilities and uses appropriate resources within and outside of immediate work area. Collaborates with internal customers and cross-functional teams to resolve problems as needed.
• May review work of office staff team members to ensure quality and accuracy. May contribute input into performance evaluation process.
• Participates in and may lead process improvement, product introduction, or system enhancement across the division. Participates in system testing and system maintenance that requires operational expertise.
• Keeps informed of developments in the industry and anticipates information needed by others and is responsible for communicating change.

• Bachelor's degree in Business or related field or equivalent industry experience.
• Broad professional knowledge of the investment industry gained through a minimum of three years in an investment service or operations capacity.
• Demonstrated leadership and interpersonal skills
• Experience with building and cultivating relationships with advisors and field teams
• Demonstrated analytical skills and confidence to make judgments and decisions involving ambiguity
• Strong interpersonal and written communication skills
• Demonstrated ability to positively influence and work cooperatively with employees at all levels
• Demonstrated ability to proactively react to change
• Self-motivated and self-directed with the ability to manage multiple assignments with minimal guidance or direction
• Strong technical knowledge of the operational aspects related to brokerage and advisory services/products.>>Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment.
• Strong business acumen and demonstrated ability to learn new business concepts and procedures.
• Depending on the specific job responsibilities assigned, this position could either require a minimum of a FINRA Series 6 or FINRA Series 7.

Employer Northwestern Mutual Location Franklin, Wisconsin, US Salary Competitive Closing date Jul 8, 2025

View more categories View less categories Sector Academic / Research Field Conservation science Discipline Biology Salary Type Salary Employment Type Full time

This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited to, Advisory services support, trading services, Asset Movement support, as well as multiple other facets of operational investment support. While working to solve for the field and the client, team members develop and cultivate strong relationships with the advisors and their staff as their direct point of contact for escalation management & problem solving.

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
  

• Resolves a variety of investment operations inquiries and escalations from home office leaders, field staff or other team members. Uses industry knowledge and analytical skills to resolve problems.
  
• Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients.
  
• Provides ongoing home office supervision/oversight function of investment advisory accounts to ensure supervisory integrity and compliance to ensure core fiduciary responsibilities are being met.
  
• Promotes client retention and identifies opportunities to build existing relationships through timely and accurate operational processing and service quality. Establishes and maintains strong relationships with customers and team members while providing quality service and support.
  
• Works with other specialists, consultants and managers to handle the day-to-day monitoring of the area including managing service levels for the call center and daily processing work. Developing ability to direct and coordinate the team's service activities and identifying changing service demands.
  
• Assists team members as they work through complex case work or items beyond their knowledge base.
  
• Prioritizes and organizes responsibilities and uses appropriate resources within and outside of immediate work area. Collaborates with internal customers and cross-functional teams to resolve problems as needed.
  
• May review work of office staff team members to ensure quality and accuracy. May contribute input into performance evaluation process.
  
• Participates in and may lead process improvement, product introduction, or system enhancement across the division. Participates in system testing and system maintenance that requires operational expertise.
  
• Keeps informed of developments in the industry and anticipates information needed by others and is responsible for communicating change.
  

• Bachelor's degree in Business or related field or equivalent industry experience.
  
• Broad professional knowledge of the investment industry gained through a minimum of three years in an investment service or operations capacity.
  
• Demonstrated leadership and interpersonal skills
  
• Experience with building and cultivating relationships with advisors and field teams
  
• Demonstrated analytical skills and confidence to make judgments and decisions involving ambiguity
  
• Strong interpersonal and written communication skills
  
• Demonstrated ability to positively influence and work cooperatively with employees at all levels
  
• Demonstrated ability to proactively react to change
  
• Self-motivated and self-directed with the ability to manage multiple assignments with minimal guidance or direction
  
• Strong technical knowledge of the operational aspects related to brokerage and advisory services/products.>>Demonstrated ability to apply knowledge across complex business areas and manage projects in a cross functional environment.
  
• Strong business acumen and demonstrated ability to learn new business concepts and procedures.
  
• Depending on the specific job responsibilities assigned, this position could either require a minimum of a FINRA Series 6 or FINRA Series 7.
  

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

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