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. 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 efficiencyManage underwriting process and take action to move cases forwardProcess service requests such as name and address changes, beneficiary changes, and billing updatesCollaborate with partners to develop high-quality financial plansPrepare and manage process of opening investment accountsPrepare and manage client communicationsPrepare Envestnet proposal for Advisory clients.Prepare Morningstar reportsPrepare materials for quarterly and annual reviews: investment summary, consolidated investment reportsOrganize, manage, and coordinate back-office insurance and investment account services and supportThoroughly document case notes, thought process, and analysis, and assumptionsGeneral account servicing as directed by advisorBe the backup support for processing inbound checks, as neededOther 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 mindsetStrong attention to detail and ability to manage multiple tasksExcellent communication and problem-solving skillsAble to maintain confidentialityTech savvy and comfortable learning new systems  Compensation & Benefits Package:Annualized Salary of $60,000 + more earning potential when licenses are acquiredAdditional Incentive Compensation $5,000-$10,000Medical InsuranceFSAVision & Dental InsuranceShort-Term Disability InsuranceGroup Long-Term Disability InsuranceGroup Life Insurance•3% Automatic Safe Harbor 401(k) contributionEmployer-sponsored licensing, professional development, and education opportunitiesCompetitive PTO and 11 paid holidays100% 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.