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