Financial Services Associate

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.

Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.

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 Morningstar reports
• 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

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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
• Vision & Dental Insurance
• 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.