Client Service Associate

Heartwood Planning Group | Northwestern Mutual Private Client Group; Fort Wayne (IN); On-site; USD 52,000 - 66,000; Full time

Job summary

Heartwood Planning Group | Northwestern Mutual Private Client Group is seeking a Client Service Associate to support financial advisors and Private Wealth Service Advisors. You will handle client service, onboarding activities, and day-to-day operations with a focus on accuracy and timely responses.

You will coordinate meeting prep, maintain client records, and track investment and insurance cases through completion, while collaborating with internal teams and the Home Office to ensure a

Qualifications

• Bachelor’s degree in Finance, Business, or related field.
• 1–3+ years of experience in the financial services industry.
• Licensure: Life, Health, Long-Term Care and Series 7, Series 63/66 preferred or obtained within six months of hire.
• Proficiency in Microsoft Outlook, Word, Excel, and CRM systems.
• Strong written and verbal communication, detail orientation, and organizational skills.

Responsibilities

• Support financial advisors and Private Wealth Service Advisors with client service and onboarding.
• Coordinate meeting preparation and follow-up; maintain accurate client records.
• Track investment and insurance cases through completion and provide operational support.
• Resolve client inquiries and collaborate with internal teams and Home Office.
• Contribute to mentorship, career development, and growth within the team.

Skills

Communication skills

Time management

Team collaboration

Adaptability

Education

Bachelor’s degree in Finance, Business, or related field

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

CRM systems

Job description

Company Description Heartwood Planning Group | Northwestern Mutual Private Client Group helps clients build lasting financial strength and stability, inspired by the heartwood of a tree as a central pillar of support and legacy. The firm focuses on holistic, needs-based financial planning tailored to individual goals and aspirations. With more than 70 combined years of experience, the team emphasizes financial literacy and active client engagement throughout the planning process. Heartwood Planning Group is committed to delivering peace of mind by providing trusted guidance and long-term relationships.

Role Description The Client Service Associate supports financial advisors and Private Wealth Service Advisors by delivering exceptional client service, assisting with financial planning and onboarding activities, and ensuring smooth day-to-day client operations. This role serves as a key client contact, handles account servicing requests, coordinates meeting preparation and follow-up, maintains accurate client records, and tracks investment and insurance cases through completion. The position also provides operational and administrative support, helps resolve client inquiries, and collaborates with internal teams and the Home Office to ensure a positive client experience. This is an excellent opportunity for a detail-oriented professional seeking mentorship, career development, and growth within a collaborative, client-focused wealth management team.

Qualifications

• Bachelor’s Degree in Finance, Business, or related field.
• 1-3+ years of experience in the Financial Services Industry.
• Required Licensure:Life, Health, Long-Term Care and Series 7, Series 63/66 preferred or obtained within six months of hire.
• Proficiency in Microsoft Outlook, Word, Excel, and CRM systems.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong written and verbal communication skills.
• Ability to work effectively both independently and as part of a team.
• Adaptable, coachable, and eager to learn.