Client Relations Manager

The Client Relationship Manager’s responsibility is the primary link between our internal departments, corporate office, and the clients we serve. This individual helps ensure and coordinates an organized practice. This role’s seamless and time-sensitive execution is critical to a memorable client experience. Successful completion of tasks and responsibilities empowers the team to focus their energy and efforts on revenue-generating activity while fostering and developing impactful, enduring client relationships.

Specific responsibilities include (but are not limited to):

• Business operations, marketing & administrative support
• Client service support: executing directives based on client needs
• Manage client communication including correspondence, notes, files, and maintain compliant client records
• Completion and submission of applications and account paperwork for processing, and coordinating underwriting support
• Underwriting support: schedule necessary medical exams, obtain pre-application Information, prepare insurance applications, update client records, monitor applications in underwriting and prepare policies for delivery
• Investment operations support: partner with internal Planning Department to open and track new investment accounts, prepare Investment paperwork for implementation and complete check deposit forms, and track money transfers
• Keep up to date on software system enhancements, new products and compliance changes/opportunities
• Participate in learning opportunities
• Any additional responsibilities assigned by management team

Qualifications:

• Bachelor’s Degree, preferably in business, finance, marketing or related field, or equivalent combination of education and experience.
• Minimum 1 year of finance, client relations, financial operations and/or financial planning experience preferred.
• MN State Life, Accident and Health licensed, or ability to gain licensing within 30 days of employment
• Ability to obtain SIE, Series 6, and Series 63 within 6 months of employment
  • Title may change upon successful completion of investment licensing and registration
• Client Resource Management experience preferred

Competencies:

• High sense of urgency, attention to detail, and exceptional organizational skills
• Excellent oral and written communication skills
• Task-minded with the ability to follow through and execute in a timely manner
• High degree of initiative and autonomy
• Demonstrates ability to maintain effective working relationships within the firm and its clients

Job type:

• Full Time

Pay:

• $45,000 - $60,000 

Benefits:

• IRA match
• Health insurance
• Dental insurance
• Paid time off

As a wealth management firm, we create clarity for our clients to live generous and experiential lives. Our clients are families, business owners and leaders. Our mission is to create written plans for families and businesses through best-in-class products, excellent client experiences and services for a lifetime of financial security.

This position is in the Northwestern Mutual –Duluth District Office, located at 11 E Superior st. suite 400, Duluth, MN 55802, with flexible weekday in person / hybrid virtual hours between the hours of 8:00 am – 4:00 pm.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

Salary : $45,000 - $60,000