ZipRecruiter

Log In

1

Netx360 Jobs (NOW HIRING)

Northwestern Mutual

Operations Associate

Edina, MN

$65K/yr

Process address changes in CRM, CSS, and NetX360 * Coordinate client gifts and tickets * Track gifts and tickets * Maintain Gift Log * Manage holiday card distribution * Track licensing and manage ...

NC SECU

Investment Specialist

Raleigh, NC · Hybrid

Envestnet and NetX360 experience a plus * Series 52 and 53 a plus * CFA a plus * Must have strong multi-tasking capability * Must have an ability to lead and supervise projects * Must have an ability ...

Osaic

Ops Processing Specialist - Cashiering

Oakdale, MN · Hybrid

$48K - $52K/yr

NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions * Ability to acquire and retain knowledge of securities industry rules ...

Osaic

Ops Processing Specialist - Cashiering

La Vista, NE · Hybrid

$48K - $52K/yr

NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions * Ability to acquire and retain knowledge of securities industry rules ...

Osaic

Operations Cashiering Specialist

Oakdale, MN · Hybrid

$45K - $47K/yr

NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions * Ability to acquire and retain knowledge of securities industry rules ...

Osaic

Operations Cashiering Specialist

Scottsdale, AZ · Hybrid

$45K - $47K/yr

NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions * Ability to acquire and retain knowledge of securities industry rules ...

Advisor Group

Operations Cashiering Specialist

Atlanta, GA · On-site

$45K - $47K/yr

NetX360, Front-End Imaging (FEI), Salesforce (contact management and imaging workflow systems), and other back-office functions * Ability to acquire and retain knowledge of securities industry rules ...

next page

Showing results 1-20

People also search for

All JobsNetx360 Jobs

Netx360 information

What kinds of positions typically require experience with NetX360?

Experience with NetX360 is commonly required in roles within brokerage firms, investment operations, client service, and financial advisory teams. Professionals using NetX360 may serve as registered representatives, operations associates, or client service specialists, utilizing the platform to manage trades, client accounts, and reporting. On a daily basis, they interact with both internal team members and clients, using NetX360 to execute financial transactions, ensure compliance, and maintain accurate records. Familiarity with this system can increase efficiency and is highly valued by employers looking for candidates ready to work in fast-paced, regulated environments.

What are the key skills and qualifications needed to thrive in the Netx360 position, and why are they important?

NetX360 is not a professional job title but rather a financial platform developed by Pershing LLC for investment professionals. Therefore, there are no direct core skills or qualifications required for the job title 'Netx360.' If you're seeking a role that involves the use of NetX360, such as a financial advisor or operations specialist, expertise in brokerage operations, account management, and financial regulations is key, often supported by FINRA licenses and proficiency with the NetX360 system. Strong interpersonal communication, attention to detail, and analytical thinking are important for ensuring accurate transaction processing and client satisfaction in these roles.

What is a Netx360 job?

A Netx360 job typically refers to a role involving the use of Pershing's NetX360 platform, a financial services technology used by investment professionals to manage client accounts, trades, and compliance tasks. These roles may include financial advisors, operations specialists, or support analysts who rely on the platform for portfolio management, reporting, and trading. Employees in these positions need familiarity with financial regulations, investment products, and technology systems.

More about Netx360 jobs
What cities are hiring for Netx360 jobs? Cities with the most Netx360 job openings:
What are the most commonly searched types of Netx360 jobs? The most popular types of Netx360 jobs are:
What states have the most Netx360 jobs? States with the most job openings for Netx360 jobs include:
What job categories do people searching Netx360 jobs look for? The top searched job categories for Netx360 jobs are:
Netx360 jobs near you
Infographic showing various Netx360 job openings in the United States as of May 2026, with employment types broken down into 92% Full Time, 7% Part Time, and 1% Contract. Highlights an 75% Physical, 24% Hybrid, and 1% Remote job distribution.
Operations Associate

Operations Associate

Northwestern Mutual

Edina, MN

$65K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 27 days ago

Northwestern Mutual rating

8.0

Company rating: 8.0 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

145th of 260 rated insurance

Job description

Overall Function
Our team is looking for an ambitious individual who thrives in a fast-paced, team-focused work environment to join us as an Operations Associate. This role serves as a primary link between our internal departments, corporate home office, and the clients we serve. Successful completion of tasks and responsibilities in this role enables the team to focus their energy and efforts on revenue-generating activities, while fostering and developing impactful, enduring client relationships.


KEY RESPONSIBILITIES
Specific responsibilities may include but are not limited to:

CLIENT SERVICES & ADMINISTRATIVE SUPPORT

  • Edit, input, and distribute client meeting notes
  • Provide business operations & administrative support
  • Process address changes in CRM, CSS, and NetX360
  • Coordinate client gifts and tickets
    • Track gifts and tickets
    • Maintain Gift Log
  • Manage holiday card distribution
  • Track licensing and manage renewals and cancellations
  • Support client website needs, including:
    • Client registration
    • eDelivery setup
    • Account sharing between family members
  • Assist with client events
    • (Example: Sever's Festival - send invitations and track attendees)
  • Webinars
    • Send email invitations to quarterly webinars

SCHEDULING

  • Confirm client meetings
  • Schedule client reviews
  • Setup Zoom links and send calendar invitations
  • Maintain calendars for multiple advisors


PERFORMANCE SKILLS

  • High sense of urgency with strong attention to detail
  • Exceptional organizational skills with the ability to follow through and execute in a timely manner
  • Strong problem identification, analytical and resolution skills
  • Self-motivated with a high level of initiative and autonomy
  • Team-oriented mindset with a collaborative attitude


QUALIFICATIONS

  • Experience in administrative support or customer service; financial services experience preferred
  • Excellent verbal and written communication skills
  • Ability to work independently with minimal supervision
  • Proficiency with Microsoft applications and accurate data entry
  • Ability to complete tasks within expected timeframes
  • Strong organizational and time-management skills
  • High level of accuracy with attention to detail
  • Proactive mindset with the ability to anticipate needs
  • Commitment to delivering an exceptional client experience


BENEFITS

  • Salary starting at $65,000
  • Health insurance
  • Dental insurance
  • Group Long-term disability income plan
  • Group Life Insurance
  • 401(k) with match (after 6 months of employment)
  • Paid holidays and paid personal time off


Clark Wealth Management & Insurance Services is a marketing name for doing business as representatives of Northwestern Mutual. Clark Wealth Management & Insurance Services is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. To view detailed disclosures regarding individual representatives, view their information at https://clarkwealthmanagement.nm.com/

What Northwestern Mutual employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Northwestern Mutual logo

About Northwestern Mutual

Sourced by ZipRecruiter

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

View All Northwestern Mutual Jobs

Apply