What are the responsibilities and job description for the Client Service Associate position at Northwestern Mutual - Evansville?
Are you someone who loves to play a key support role in the success of a thriving team? If so, the Client Service Associate position may be for you! In this position you will:
- Have the ability to see the results of your day-to day activities
- Be a critical part of one of the top producing teams, in one of the most well-respected insurance and wealth management firms in the world
- Be exposed to ongoing local and national training for continued growth and education
- Work closely with a team to impact families and individuals by helping them create financial security
This position exists to handle the day-to-day insurance operations, client services, and assistance in business development so the Wealth Management Advisor (WMA) can focus on client meetings. The duties of the Client Service Associate position include:
- Call & connect with clients & prospects to schedule appointments to meet with the WMA
- Research social media to identify potential client & prospect opportunities
- Oversee insurance underwriting from start to finish
- Maintain ongoing client files and complete all service requests
- Calendar management
As a Client Service Associate, you thrive on handling the details that are involved in making and maintaining a successful business. You achieve self-satisfaction by getting all your work done and done well. You can operate independently and manage the workflow within your own day. You’d prefer to do your work, rather than talking or thinking about your work. You gain satisfaction from supporting the success of the team!
The requirements of this position include:
- Excellent attention to detail and organizational skills
- Previous experience in office management, budgeting, and handling confidential information is valuable
- Relevant experience in the financial services industry is a plus!
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Compensation Package:
- Bonus opportunities
- Performance bonus
Schedule:
- Day shift
- Monday to Friday
- No weekends
Ability to Commute:
- Evansville, IN 47715 (Preferred)
Work Location: In person
Salary : $40,000 - $60,000