Full time
NorthStar Wealth Navigation
Leawood, KS, USA
NorthStar Wealth Navigation, a Northwestern Mutual Private Client Group Firm is looking for an Investment Operations Associate as an entry level position. The key to this role is putting clients first and would best suit someone who takes pride in accuracy and consistency as many responsibilities involve performing detailed, repetitive tasks requiring focus and precision. The right candidate will enjoy following structured processes and maintaining high standards of quality while also being comfortable speaking with clients in a professional and friendly manner. At NorthStar Wealth Navigation we are committed to providing our clients with financial peace of mind that centers around the development and execution of a personalized, comprehensive financial plan. We are a rapidly growing team and pursuit of excellence with a focus on continuous learning is vital. Position Responsibilities include, but not limited to: · Facilitate investment account opening in NetX360...


