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

Open to Remote. 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 team partners 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 excellence, 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 beyond transactional service—it requires critical thinking, collaboration, and the ability to guide stakeholders through nuanced scenarios that impact client outcomes.

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.
• Educate 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 clearly.
• 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 outcomes, 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 form.Non-Registered Fingerprinted - FINRA

Compensation

Range Pay Range - Start: $23.11 Pay Range - End $34.66 Structure 110 Geographic Specific Pay Structure: Structure 115 We reputed company 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 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 Analytical Thinking (NM) - Advanced, Compliance (NM) - Advanced, Teamwork (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, Adaptive Communication (NM) - Advanced, Quality Acumen (NM) - Advanced, Data reputed company (NM) - Advanced, Insurance Products (NM) - Advanced, Policy Inquiries & Complaints Management (NM) - Advanced, Customer Service reputed company (NM) - Advanced, Case Management (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 schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

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