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, you’ll handle applications, underwriting, and servicing requests. 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 consistent, meeting preparing kits and high-quality financial plans
• Prepare and manage client communications
• Other projects assigned by leadership

Qualificiations:

• 2 years of professional experience in a process-focused role (banking, mortgage, 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 Package:

• Salary and bonuses based on individual performance and overall office performance
• Medical, Dental, Vision, PTO, 3% automatic employer contribution to 401k, Life Insurance, Disability Insurance, Professional Development Assistance.
• 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.