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Client Service Associate

Client Service Associate

COMPANY OVERVIEW

Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years.  This is an exciting time to be a part of our culture – we are strong, innovative and growing. And we want you to grow with us. Our focus on doing right by our clients, employees, field force, and community, has earned us premiere national recognition including:

  • Ranks 102 on the FORTUNE® 500 list
  • One of the "World's Most Admired" life insurance companies (FORTUNE®, 2020)
  • One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019)


POSITION OVERVIEW

The Associate Financial Representative plays an integral role on a Financial Advisor’s team.  The AFR acts on behalf of the employing financial advisor to facilitate communication and appointments with clients, develop and prepare financial plans and other paperwork related to the delivery of financial services, and communicates with clients on advisory-related service and products. 


JOB RESPONSIBILITIES

  • Administrative task assistance, including making and confirming appointments, record-keeping, pre-filling insurance applications, and other arrangements as needed
  • Create and maintain compliant electronic client folders
  • Oversee underwriting process and follow up with clients for additional information including pay stubs, medical history, and medical records
  • Manage key client touchpoints such as birthdays, anniversaries, policy change dates, and policy reviews
  • Create referral lists and maintain client referral log
  • Manage social media accounts and website
  • Deliver excellent client services by preparing timely and precise communications such as emails, reports and other correspondence

IDEAL CHARACTERISTICS

  • Strong attention to detail, accuracy, and reliability
  • Ability to multitask in a fast-paced environment
  • High degree of initiative, ownership, and follow-through
  • High degree of helpfulness and willing to serve as a resource
  • Customer service experience
  • Excellent communication skills
  • Demonstrated organizational and time management skills with ability to set priorities and meet deadlines
  • Strong sense of professionalism and discretion required

REQUIRED QUALIFICATIONS

  • Proficient in Microsoft Office applications – Outlook, Word, Excel
  • Bachelors Degree and 2 years of experience in an office environment

PREFERRED QUALIFICATIONS

  • Florida Life & Health License, or the ability to obtain within 60 days
  • Securities Industry Essentials (SIE)
  • Financial services and/or insurance industry experience
  • Customer service experience

Additional Info

Job Type : Part-time, Full-Time

Education Level : ""

Experience Level : ""

Job Function : Customer Service, Administrative, Finance

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