Client Relations & Office Coordinator

Northwestern Mutual; Metairie (LA); On-site; USD 42,000 - 60,000; Full time

Job summary

Northwestern Mutual in Metairie, LA seeks a Client Relations & Office Coordinator for a full-time, on-site role. You will manage client interactions, deliver excellent service, and support smooth office operations.

Daily tasks include scheduling appointments, coordinating meetings, handling inquiries, maintaining client relationships, and supporting project tasks to keep the office functioning efficiently. Experience in client relations or financial services, strong communication, organization,

Qualifications

• Excellent Communication skills and experience in Client Relations
• Strong Customer Service skills and a client-focused approach
• Excellent Organization Skills and ability to manage multiple tasks
• Proficiency in Project Management
• Proactive problem-solving skills and ability to work both independently and as part of a team
• Proficiency with office software and technology is a plus
• Previous experience in the financial services industry is beneficial
• Bachelor's degree in Business Administration, Communications, or a related field preferred

Responsibilities

• Managing client interactions and providing excellent customer service
• Organizing office operations and supporting project management tasks
• Maintaining client relationships and handling inquiries
• Scheduling appointments and coordinating meetings
• Ensuring the smooth running of office functions

Skills

Excellent Communication

Customer Service

Organization

Project Management

Problem-Solving

Office Software

Financial Services experience

Bachelor's degree preferred

Education

Bachelor's degree in Business Administration, Communications, or related field

Job description

Northwestern Mutual has been dedicated to helping families and businesses achieve financial security for over 160 years. Utilizing a personalized and holistic approach, we offer both insurance and investment solutions to help clients make the most of their financial lives. With $265.0 billion in assets and $28.1 billion in revenues, we serve over 4.5 million people with a range of insurance and financial services. Headquartered in Milwaukee, WI, we support a diverse financial workforce nationwide and continue to grow, making a positive impact on financial security through innovative technology and insights.

Role Description

This is a full-time on-site role for a Client Relations & Office Coordinator located in Metairie, LA. The Client Relations & Office Coordinator will be responsible for managing client interactions, providing excellent customer service, organizing office operations, and supporting project management tasks. Daily responsibilities include maintaining client relationships, handling inquiries, scheduling appointments, coordinating meetings, and ensuring the smooth running of office functions.

Qualifications

• Excellent Communication skills and experience in Client Relations
• Strong Customer Service skills and a client-focused approach
• Excellent Organization Skills and ability to manage multiple tasks
• Proficiency in Project Management
• Proactive problem-solving skills and ability to work both independently and as part of a team
• Proficiency with office software and technology is a plus
• Previous experience in the financial services industry is beneficial
• Bachelor's degree in Business Administration, Communications, or a related field preferred