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Investment Operations

Northwestern Mutual Financial Network Omaha, NE
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Job Description

Investment Operations

Harrison Financial Services is a wealth management firm serving successful families within the Omaha/Metro area and across the nation. Our focus is ensuring clients have a “white glove” experience as we walk with them through their financial journey.

The ideal candidate for an Investment Operations position with Harrison Financial Services is a self-starting, outgoing individual with the ability to manage multiple projects at once and develop relationships with clients. The individual must be confident, decisive, and able to communicate in a professional manner to clients, team members, and key individuals outside of the firm. The ultimate success in the role will be based on the candidate’s ability to approach the job with a proactive mindset looking to continuously improve our clients’ experience with the firm and to grow the role as we continue to expand.

 

Core Responsibilities

Manage the onboarding of investment clients by working with them to open accounts, trade, utilize online tools, and troubleshoot issues

Service investment accounts by performing transactions as the clients need them and updating information

Reporting investment cash flows and the status of the practice

Maintain high compliance and ethical standards

Ability to work with all team members to grow the firm

A commitment to continuous growth through professional education

A commitment to continuous learning in the field of wealth management

 

Competencies

Strong familiarity with Microsoft Office & Client Relationship Management software

Clear communication skills

Strong attention to detail

Sets and models high performance standards

Understand and engage in requisite regulatory compliance

Ability to engage clients face-to-face and over the phone

Works collegially and productively with team members, clients, and peers

 

Requirements

Four-year degree in management, finance, accounting, banking, or other business related degree

Preferred (but not required) investment & insurance licensing (must become fully licensed within 1-year; materials and tests paid-for by the firm)

Preferred financial industry experience

Job Details

Date Posted June 20, 2017
Date Closes October 18, 2017
Address 9300 Underwood Avenue
Located In Omaha, NE
Job Type Full-time Employee
SOC Category 11-3031.00 Financial Managers
Zipcode 68114
Name Dan McCoy
Location