Investment Operations Associate

Investment Operations Associate About Point Wealth Management: At Point Wealth Management, a team within Northwestern Mutual, our purpose is clear: "With the guidance of our team, our clients can make decisions that are aligned with what they value most. As our firm delivers on this promise, our team gets to live lives they are proud of, do work that excites and challenges them, and serve their clients, their families and their communities in powerful ways." We are an experienced Wealth Management team serving high net worth individuals, business owners, and families. Our clients value our relationship-oriented approach that enables them to make educated decisions with efficiency and confidence. Our office is in Melville, NY. Role Overview: We're seeking a detail-oriented Investment Operations Associate to join our growing team. This role is crucial in supporting our advisors and ensuring smooth operations for our clients' accounts. At Point Wealth Management, we believe in nurturing talent and providing opportunities for growth. As an Investment Operations Associate, you'll have the chance to expand your skills, obtain additional certifications, and advance your career within our supportive team environment. Key Responsibilities: Process new accounts and client requests, ensuring all documentation is complete and approved. Facilitate various money movements including ACATs, Wires, ACHs, Journals, and Check Requests. Review daily activity and reconcile client accounts to ensure accuracy. Assist in client meetings as needed, providing support and expertise. Respond to client inquiries regarding accounts, policies, and procedures. Manage the client experience, providing proactive communication throughout the onboarding process. Participate in special projects related to investment research and tax mitigation strategies. Contribute to the team's thought leadership through research and content creation. Participate in client education initiatives and seminars. Collaborate with other departments to enhance cross-functional efficiencies. Qualifications