What are the responsibilities and job description for the Client Services Associate position at Northwestern Mutual?
The Client Service Associate is responsible for assisting Lead and Associate Advisors in an effort to provide exceptional service to the clients of Radiant Capital. This role requires outstanding organizational and communication skills.
Responsibilities
- Facilitate the execution of client service schedule by meetings in accordance with the client’s segmentation.
- Prepare and review the client folder with all necessary prep materials and deliverables prior to a client meeting.
- Maintain exceptional CRM records in accordance with Radiant Capital’s CRM guidelines and procedures.
- Provide exceptional client service by assisting with insurance policy or investment account service requests.
Qualifications
~ REQUIRED
- Bachelor’s degree in business administration, accounting, or finance or equivalent work
experience.
- Must obtain Life/Accident/Health license and Series 6 or 7 in the first year.
~ PREFERRED
- 1-3 years in the wealth management or investment management industry.
Key Characteristics
- Strong desire for personal and professional growth.
- Approachable, respectful, and inclusive communication.
- Ability to give and receive constructive feedback.
- Ability to maintain confidentiality.
- Excellent verbal and written communication and interpersonal skills.
- Proficient in Microsoft Office Suite or related software.
- Proficient in CRM or related software.
- Excellent organizational skills and attention to detail.
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k) matching
- Health insurance
- Paid time off
Compensation Package:
- Profit sharing
Schedule:
- 8 hour shift
- Monday to Friday
- No nights
- No weekends
Ability to Relocate:
- Birmingham, AL 35244: Relocate before starting work (Required)
Work Location: In person
Salary : $50,000 - $65,000
