Client Care Service Representative

Wiraa; Wisconsin; On-site; USD 10,000 - 60,000; Full time

Job summary

Join a leading financial services company as a Client Care Service Representative, where you'll deliver excellent client support through various channels. This entry-level role offers the opportunity to build meaningful relationships while helping clients navigate their financial needs. The position includes competitive pay, flexible schedules, and comprehensive training to foster your professional growth in a supportive environment.

Benefits

Flexible work schedules

Comprehensive benefits package

Career advancement opportunities

Ongoing training and professional development

Qualifications

• Proficiency in modern software tools.
• Strong verbal and written communication skills.
• Experience in customer service.

Responsibilities

• Provide prompt and accurate service via multiple channels.
• Resolve inquiries regarding insurance and investment products.
• Maintain data integrity and confidentiality standards.

Skills

Communication

Problem-solving

Customer-focused

Adaptability

Time Management

Education

Associate's degree in Business or Finance

Job description

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About The Company

Northwestern Mutual has been providing trusted financial services for over 160 years. Our mission is to help clients achieve financial security through comprehensive planning and industry-leading solutions. As a Fortune 100 company, we are committed to excellence, integrity, and continuous innovation. We foster a collaborative, inclusive culture where individuals are empowered to grow and make meaningful contributions.

About The Company

Northwestern Mutual has been providing trusted financial services for over 160 years. Our mission is to help clients achieve financial security through comprehensive planning and industry-leading solutions. As a Fortune 100 company, we are committed to excellence, integrity, and continuous innovation. We foster a collaborative, inclusive culture where individuals are empowered to grow and make meaningful contributions.

About The Role

As a Client Care Service Representative, you will be an integral part of our client service operations. You will deliver high-quality, personalized support to clients and financial representatives across various communication channels. This role involves navigating complex systems, resolving inquiries related to insurance and investment products, and contributing to a positive client experience through proactive service and empathy. Bilingual candidates, especially Spanish speakers, are strongly encouraged to apply.

Responsibilities

• Provide prompt, accurate, and courteous service via phone, email, and other digital channels.
• Understand client needs and offer tailored solutions within the scope of Northwestern Mutual’s products.
• Handle basic and intermediate inquiries regarding insurance, investments, and other financial products.
• Navigate multiple software systems efficiently to process transactions with high accuracy.
• Maintain data integrity and uphold strict confidentiality standards.
• Build professional relationships with clients and financial representatives through proactive communication and follow-up.
• Contribute to continuous improvement initiatives and provide feedback to enhance service operations.
• Participate in ongoing training to stay current with industry trends, technology, and product knowledge.
  
  

Qualifications

• Associate's degree in Business, Finance, or related field, or equivalent work experience.
• Strong verbal and written communication skills.
• Customer-focused mindset with strong problem-solving abilities.
• Proficiency in modern software tools and ability to manage multiple systems simultaneously.
• Ability to manage time effectively and maintain accuracy in a fast-paced environment.
• A proactive attitude toward learning, adaptability, and continuous improvement.
  
  

Benefits

• Competitive compensation: $18.37 – $27.55 per hour, dependent on experience and location
• Flexible work schedules
• Concierge service
• Comprehensive benefits package including health, dental, vision, and more
• Career advancement opportunities within a stable and respected company
• Inclusive and collaborative work culture
• Ongoing training and professional development
  
  

Equal Opportunity

Northwestern Mutual is an equal opportunity employer and embraces diversity across all levels of the organization. We are committed to creating and maintaining an inclusive environment where every employee can thrive, contribute, and grow professionally. We welcome candidates of all backgrounds and are proud to support equal access to opportunity.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service

• Industries

  Hospitals and Health Care, Non-profit Organizations, and Government Administration

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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