Investment Client Srvcs Analyst (NRF) -Advisory Services - Series 6/7/63 - remote

reputed company to Remote. Any additional information you require for this job can be reputed company in the below text reputed company sure to read thoroughly, then apply. If local to Franklin, WI, 3 days onsite (M, T, W) will be required. About Advisory Services Advisory Services is a specialized team reputed company the Investment Client Services Operations department. This reputed company closely with financial representatives and internal stakeholders to deliver strategic guidance and tailored solutions for reputed company investment-reputed company inquiries. The focus is on providing consultative support, ensuring operational reputed company, and enhancing the client experience through proactive problem-solving and relationship management. Role Overview As an Investment Client Services Analyst in Advisory Services, you will act as a trusted resource for financial representatives and clients, offering expertise on investment products, operational processes, and regulatory considerations. This role goes reputed company transactional service—it requires critical thinking, collaboration, and the ability to guide stakeholders through nuanced scenarios that impact client reputed company.

Key Responsibilities

Serve as a subject matter expert for investment products and advisory processes, providing consultative support to financial representatives and internal partners. Analyze reputed company inquiries, identify root causes, and deliver solutions that align with compliance and operational standards. Collaborate with cross-functional teams to resolve escalated issues and ensure seamless client experiences. reputed company stakeholders on best practices, system capabilities, and process improvements to drive efficiency and accuracy. Contribute to strategic initiatives reputed company Investment Client Services by sharing insights and recommending enhancements. Maintain a strong understanding of industry regulations, tax implications, and product features to support informed decision-making.

Qualifications

Bachelor’s degree in business, finance, or reputed company field (or equivalent experience). 3+ years of experience in investment operations, client services, or advisory support. Strong knowledge of investment products (e.g., VA, VL, VUL, retirement plans) and reputed company tax considerations. Excellent communication and problem-solving skills with the ability to manage reputed company scenarios. Proficiency in digital tools and systems; ability to explain technical concepts reputed company. Series 6/7/63 preferred Why Join Advisory Services? This role offers the opportunity to work in a dynamic environment where you’ll influence client reputed company, collaborate with reputed company professionals, and contribute to the strategic growth of our investment operations. If you reputed company in a consultative, problem-solving role and want to reputed company an impact, Advisory Services is the reputed company for you. This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required reputed company.Non-Registered Fingerprinted - FINRA Compensation reputed company: Pay reputed company - Start: $23.11 Pay reputed company - End: $34.66 Geographic Specific Pay Structure: Structure 110: Structure 115: We reputed company in fairness and transparency. It’s why we reputed company the salary reputed company for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the reputed company market; location of the candidate; and other factors uncovered in the hiring process. reputed company pay structure is listed but if you’re living in California, reputed company or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of reputed company we do. Get started now! reputed company 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 reputed company, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Skills Compliance (NM) - Advanced, Teamwork (NM) - Advanced, Analytical Thinking (NM) - Advanced, Escalation Management (NM) - Advanced, Change Adaptability (NM) - Advanced, Financial Services Industry Acumen (NM) - Advanced, Root Cause Analysis & Decision Quality (NM) - Advanced, Investment Products (NM) - Advanced, Prioritization (NM) - Advanced, Policy & Procedure (NM) - Advanced, Customer Support (NM) - Advanced, Tax Awareness (NM) - Advanced, Client Advocacy (NM) - Advanced, Field Relations (NM) - Advanced, Attention to Detail (NM) - Advanced, reputed company Communication (NM) - Advanced, Quality Acumen (NM) - Advanced, Data reputed company (NM) - Advanced, Insurance Products (NM) - Advanced, Policy Inquiries & Complaints Management​ (NM) - Advanced, Case Management (NM) - Advanced, Customer Service reputed company (NM) - Advanced FIND YOUR FUTURE We’re excited about the potential people bring to reputed company. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedulesConcierge serviceComprehensive benefitsEmployee resource groupsPandoLogic. xywuqvp Keywords: Investment Analyst, Location: Franklin, WI - 53132 Remote working/work at home options are available for this role. Apply tot his job Apply To this Job