Client Experience & Operations Manager

Northwestern Mutual; Tacoma (WA); On-site; USD 60,000 - 75,000; Full time

Job summary

Northwestern Mutual is seeking an Operations Manager to serve as the primary contact for clients, staff, and advisors. The role emphasizes front-desk duties, administrative support for financial representatives, and project assistance.

In-office hours are 8am-4:30pm, with a salary range of $60,000-$75,000 DOE. Candidates should have a Bachelor's degree, strong Microsoft Office skills, and proven organizational abilities.

Qualifications

• Bachelor's degree required.
• Basic computer and Microsoft Office experience.
• Customer service experience preferred.
• Strong attention to detail and accuracy.
• Excellent written and oral communication skills.
• Strong organizational and multitasking abilities.

Responsibilities

• Greet visitors and direct them appropriately.
• Answer, screen and record telephone calls.
• Maintain telephone system and agency directory.
• Train new personnel on how to use the phone system.
• Process mail and deliver outgoing mail to Post Office.
• Maintain the reception area.
• Provide administrative support for financial representatives.
• Assist with projects and cross-train in other support roles.

Skills

Basic computer skills

Microsoft Office

Customer service experience

Attention to detail

Interpersonal skills

Problem-solving

Organizational skills

Written and oral communication

Independent decision making

Multi-tasking

Flexibility

People skills

Education

Bachelor's Degree

Job description

Northwestern Mutual is seeking an Operations Manager to serve as the primary contact for clients, staff, and advisors. The role emphasizes front-desk duties, administrative support for financial representatives, and project assistance.

In-office hours are 8am-4:30pm, with a salary range of $60,000-$75,000 DOE. Candidates should have a Bachelor's degree, strong Microsoft Office skills, and proven organizational abilities.