Client Service and Operations Associate

Northwestern Mutual; Chesterfield (MO); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

PTO and holiday pay

Short-term Disability Insurance

Long-term Disability Insurance

Life Insurance

Simple IRA

Job summary

Northwestern Mutual in Chesterfield, MO seeks a Client Service and Operations Associate to support financial advisors with administrative and operational tasks. This role liaises among home office, advisors, and clients to ensure seamless service.

Responsibilities include meeting coordination, CRM data updates, money movements, policy processing, and onboarding. A Life/Health license is required; Series 6/7 licenses are preferred.

Qualifications

• Experience in the Financial Services industry preferred.
• Ability to communicate clearly with clients and colleagues.

Responsibilities

• Send meeting invites and follow up with clients
• Assist clients with needs and service requests
• Process updates for address, banking, beneficiaries, and ownership
• Coordinate money movements, loan requests, and policy surrenders
• Support advisors with meeting materials and post-meeting summaries
• Ensure CRM accuracy and data integrity
• Liaise between home office, advisor, and clients
• Support onboarding and policy completion processes
• Maintain compliance as required by NMIS and insurance standards
• Coordinate with outside vendors as needed
• Handle short/long-term disability and retirement benefits information
• Promote development opportunities and professional growth

Skills

Client service

Communication

CRM proficiency

Attention to detail

Problem solving

Teamwork

Independent learner

Tools

CRM software

Job description

Job Title: Client Service and Operations Associate

Type of Position: Full-time

FLSA Classification: Exempt

Working Hours: 8:00am-5:00pm

Compensation: $50-55k

Our mission is to help clients understand their current financial picture considering their future financial goals through a holistic planning process.

INTEGRITY | TRUST IN RELATIONSHIP | POSITIVITY | GENEROSITY | SELF-AWARENESS | RESPONSIBILITY | PLAYFULNESS

Job Summary

The Client Service and Operations Associate specialize in servicing clients and supports the financial advisor to ensure that their focus remains on building their business. They work closely with others on their team to provide ongoing administrative and operational support and implementation. The Client Service and Operations Associate is a liaison between the home office, financial advisor and clients.

Key Responsibilities

Client Service Support

• Send meeting invites, send and follow up on requests for clients prior to meetings
• Communicate and assist existing clients with anything they may need help with
• Process client address, beneficiary, banking, and ownership updates and service requests
• Process money movements, loan requests and repayments, policy surrenders
• Assist clients with late payment notices and claims management
• Manage CRM accuracy
• Provide timely and confidential handling of client information

Operations Support

• Ensuring NMIS and insurance compliance requirements are implemented and followed
• Proactively prepare Advisors with all materials for client meetings and send follow-up summary emails after client meetings
• Act as liaison among team, clients, and home office in client onboarding processes
• Ensure seamless completion of all insurance policies from start to finish including creating applications, medical examiner communication, constant client follow up, underwriting communication, and coordinating with outside insurance vendors as needed
• Prepare, process, track, fund, set up standing instructions for new investment accounts and confirm assets received and invested
• Rollover calls with clients and implementation of new account
• Financial Services industry experience
• Life and Health license required before starting date
• Series 6 and 7 licenses preferred
• Ability to proactively identify what needs to be accomplished and act
• Ability to work both independently and in a team
• Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment
• Strong analytical, problem solving, written and verbal communication skills
• Independent learner who seeks knowledge and is adaptable to change
• Short-term Disability Insurance, Long-term Disability Insurance, Life Insurance
• Simple IRA
• PTO and holiday pay
• Personal and professional development opportunities