What are the responsibilities and job description for the Client Service Associate position at Northwestern Mutual?
Park Street Advisors | Northwestern Mutual is a “Forbes Best-In-State Top Financial Security Professionals” award winning firm. Our ambition is to help closely held business owners, retirees, and affluent individuals understand what’s possible when engaged with an experienced wealth management firm. We spend the necessary amount of time asking meaningful questions to understand each client's vision and dreams that we then link to their business, estate, and retirement income planning.
We are looking to add a full-time Client Service Associate to our boutique firm and are looking for someone to complement our client-first philosophy and out-of-the-box thinking!
The Client Service Associate is responsible for ensuring a seamless client experience. This includes scheduling client meetings, completing insurance and investment paperwork, underwriting, and coordination of deliverables for our Client Relationship Manager, and Advisory Team. This role offers growth into other departments within the firm which come with pay increases and additional career development opportunities.
Qualifications:
- Life, Accident and Health license preferred or ability to obtain within 6 months of employment
- Series 7 & 63 or equivalent preferred, or ability to obtain within 12 months of employment
- Post-secondary degree preferred
The role will be responsible for:
- CRM data input and maintaining compliant client files
- Supporting in case prep including preparing materials for client review meetings
- Managing advisor’s calendar
- Reports include: CCV’s, case notes, IFL’s
- Handling incoming service requests from clients to include processing address changes, bank change information, loan requests and billing account inquiries.
Supporting the insurance underwriting process including:
- Accurate completion of all applications (including confirming illustrations)
- Scheduling of medical exams
- Tracking and communication to get e-signatures back within 3 days
- Monitor and expedite applications in underwriting
- Track delivery requirements
- Expert in applications, billing accounts and dating
Supporting the investment account workflow including:
- Accurate completion of all paperwork (including confirming proposals)
- Tracking and communication to get e-signatures back within 3 days
- Opening and tracking new accounts
- Clear communication with team and clients throughout the process
- Same date alerts to Director of Investments when accounts are ready to trade
Benefits Include:
- Base salary of $60,000-$70,000
- Annual cost of living adjustment up to 3% of salary at employers’ discretion
- Client referral bonus
- Monthly cell phone reimbursement
- Hybrid work schedule
- Unlimited PTO at employer’s discretion
- 12 weeks paid maternity leave / 2 weeks paid paternity leave
- 401(k) with employer match up to 5% and discretionary profit sharing
- Health, dental and vision insurance
- Short-term and long-term disability insurance
- Employer paid parking
- Employer paid continuing education
- Free gym membership
Park Street Advisors is a marketing name for doing business as representatives of Northwestern Mutual. Park Street Advisors 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.
Salary : $60,000 - $70,000
