Registered Client Care Srvcs Rep (S6/63) - ADM - Remote
Northwestern MutualSalary not specified
- Full Time
- Entry Level & New Grad
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates should possess working knowledge of Advisory accounts and NetX360 and Orion, with proficiency in Microsoft Excel and a high attention to detail ensuring accuracy in processing. A Series 7 license is preferred, along with experience of at least two years in a related role. Strong communication and organizational skills are also required.
Responsibilities
The Broker Dealer Advisory Coordinator will be responsible for processing and reconciling advisory fee and financial plan fees, maintaining billing households and fee schedules, setting up and monitoring financial planning fees, reviewing account paperwork for accuracy, generating reports, providing customer service to advisors, clients, and internal partners, supporting advisory projects and product development, and assisting other teams as needed. They will also contribute to cross-training and perform other duties as assigned.”} id=
Skills
Fee Billing Processing
Reconciliation
Quality Assurance (QA)
Account Maintenance
Financial Planning
Report Generation
Customer Service
Voya Financial
Provides financial services and retirement solutions
About Voya Financial
Voya Financial offers a range of financial services, including retirement plans, investment management, and insurance products, to help individuals and businesses achieve financial wellness. Their services cater to individuals seeking retirement planning, employers looking to enhance employee benefits, and institutions needing tailored investment management. Voya stands out from competitors through its commitment to inclusiveness and corporate responsibility, which helps attract clients and talent. The company's goal is to build long-term relationships with clients, ensuring they achieve financial confidence and a fulfilling life.
Key Metrics
New York City, New YorkHeadquarters
2014Year Founded
IPOCompany Stage
Fintech, Financial ServicesIndustries
5,001-10,000Employees