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Brokerage Services Associate

Company: Northwestern Mutual
Location: Walnut Creek
Posted on: February 20, 2021

Job Description:

Oversee brokerage accounts and relationships. Serve as main point of contact for brokerage clients while supporting the team in other areas as well.Maintain current brokerage relationships and introduce clients to the full range of client engagement opportunities with the team. This includes performing account reviews, account updates, distributions, contributions, opening new accounts and various other administrative tasks relating to client accounts.--Responsible for all brokerage account trades and tracking required minimum distribution activity to ensure all RMD's are taken by year end.

Keywords: Northwestern Mutual, Walnut Creek , Brokerage Services Associate, Other , Walnut Creek, California

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