Financial Services Associate

Northwestern Mutual · Honolulu

FULL TIME$60,000 – $60,000 / yr

Job Description

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.

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 billing

updates

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

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.

Company	Northwestern Mutual
Location	Honolulu
Type	FULL TIME
Niche	Full-time
Salary	$60,000 – $60,000 / yr

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