Client Care Specialist: Financial Services & Solutions

Northwestern Mutual; Milwaukee (WI); On-site; USD 29,000 - 43,000; Full time

Job summary

Northwestern Mutual in Milwaukee is seeking a customer service professional to deliver a personalized, remarkable client experience in a call center setting. You will answer questions, present servicing options and assist clients with products and services while handling high volumes with accuracy and confidentiality.

The role emphasizes resolving semi-complex inquiries, ownership of calls, de-escalation, collaboration with Financial Representatives, and educating clients on self-service tools,

Qualifications

• Associates degree in business or related field, or equivalent work exp.
• Minimum 1 year of customer service experience with proven skills.
• Basic understanding of specialized financial products and markets.
• Basic understanding of risk products and financial planning.
• Strong written and verbal communication skills.
• Ability to multitask high call/case loads with accuracy.
• Strong organization and prioritization abilities.
• Openness to change and continuous improvement in a fast-paced environment.
• Problem-solving skills with the ability to offer options.
• Willingness to learn and grow while using multiple systems.

Responsibilities

• Answer questions and provide servicing options in a call center.
• Resolve semi-complex inquiries and transactions for Financial Reps and clients.
• Take ownership of calls and anticipate future issues to avoid repeat calls.
• De-escalate client situations and apply training skills to all interactions.
• Educate clients and reps on self-service tools and product details.

Skills

Adaptive Communication

Analytical Thinking

Attention to Detail

Case Management

Customer Service Mindset

Customer Support

Field Relations

Education

Associates degree in business

Job description

Northwestern Mutual in Milwaukee is seeking a customer service professional to deliver a personalized, remarkable client experience in a call center setting. You will answer questions, present servicing options and assist clients with products and services while handling high volumes with accuracy and confidentiality.

The role emphasizes resolving semi-complex inquiries, ownership of calls, de-escalation, collaboration with Financial Representatives, and educating clients on self-service tools,