Operations Specialist

Chesterfield, MO

Full Time

Mid Level

Location: Chesterfield, MO
Job Title: Operations Specialist
Type of Position: Full-time
FLSA Classification: Exempt
Hours per week: 40
Working hours: 8:00am-5:00pm

We believe that financial success does not happen by chance, but rather through intentional choice. Transforming aspirations and goals into reality takes acumen, hard work, discipline, and strategic financial planning. Our purpose is to help our clients achieve a high quality of financial life.

Stewardship | Accountability | Integrity | Competence | Collaboration | Faith

Job Summary

An Operations Specialist specializes in client service and supporting the financial advisor to ensure that their focus remains on building their business. They work closely with others on their team to provide ongoing administrative and operational support. The Operations Specialist is a liaison between the home office, financial advisor and clients.

Key Responsibilities

Insurance Support

Maintain client case files through e-filing into CRM (Client Relationship Management software system for details)
Process incoming non-securities/securities address and beneficiary changes
Provide possible administration support for insurance processing

Investment Support

New and existing investment account document management, and service processing
Tasks tracked in CRM (Client Relationship Management software system for details)
Client document follow up as necessary
Online client service and navigation
Investment research assistance
Scanning documentation for back up

Minimum Job Requirements

Required

Microsoft Office experience
Experience in administrative support or customer service
Obtain Life & Health, SIE, & Series licenses within six months of employment

Preferred

Financial Services industry experience

Benefits

Health, Vision, & Dental Insurance
Short-term Disability
SIMPLE IRA
PTO + Holiday Pay
Base compensation proportionate to experience level plus bonus opportunities
Industry licensing and continuing education expenses
Personal and professional development opportunities

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Northwestern Mutual - Clayton is a unique organization, and we are continuously evolving alongside those with a passion for learning, growth and innovation. We create financial security with our products and services while providing a world class client experience.

We are catalysts inspiring our community to plan for tomorrow while living for today; serving one person, one family, one business at a time.

Our team is constantly growing & we'd love to see if Northwestern Mutual - Clayton is the right fit for you! If you are looking for a culture guided by values, promotes personal and professional growth, and enjoy impacting the community, this may be the perfect place for you or someone you know!

Operations Specialist

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