76 applicants
Northwestern Mutual · 3 days ago
Investment Operations Intern
Franklin, WI
Internship
Hybrid
Intern Level
$16.50/hr - $30/hr
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Insider Connection @Northwestern Mutual
Responsibilities
Resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a Registered area.
Researches and evaluates possible solutions to semi-complex problems that require identifying root cause and some deviations from procedures
Take ownership and help uncover the full need, providing timely and accurate solutions to Financial Representatives and their clients. Begin to anticipate future issues to avoid repeat calls and unnecessary transfers.
Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients
Embraces new technology, educates clients and Financial Representatives on our client website and self-service capabilities and understands risks and impacts that the transaction has on the client or policy
Embraces change by keeping an open mind to new ideas, and readily adjusts to new or changing processes.
Embraces continuous improvement by identifying opportunities for process improvements
Fosters a professional relationship with our clients and Financial Representatives to improve brand loyalty
Processes transactional responsibilities while adhering to strict confidentiality and privacy standards
Qualification
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Required
Pursuing a Bachelor's degree in Finance, Accounting, Investments, or a related field from an accredited college or university
Cumulative grade point average of 3.0 or higher
Previous work or classroom experience in one or more of the following: Finance, Accounting, Investments, Data Science, or IT Management
Employer immigration sponsorship is not available for this role
Non-Registered Fingerprinted - FINRA
Preferred
Previous Business, Finance, Accounting or Investments internship and/or relevant coursework
Previous Money and Banking experience and/or relevant coursework
Experience with Microsoft Office products
Effective oral and written communication skills
Proven analytical and problem-solving ability
High degree of self-motivation, passion, and an aim to learn
Ability to balance multiple priorities
Benefits
Flexible work schedules
Concierge service
Comprehensive benefits
Employee resource groups
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5,001-10,000 employees
Funding
Current Stage
Late StageLeadership Team
John E. Schlifske
President and Chief Executive Officer
Michael G. G. Carter
Executive Vice President - Chief Financial Officer and Chief Risk Officer
Recent News
Talk Business and Politics
2024-05-07
BizTimes - Milwaukee Business News
2024-03-26
Company data provided by crunchbase
