Client Service Associate

Northwestern Mutual; Indianapolis (IN); On-site; USD 40,000 - 56,000; Full time

Job summary

Wise Financial - Northwestern Mutual Private Client Group is seeking a Client Service Associate to join our team. The ideal candidate will have a passion for helping others and delivering a white-glove service experience.

This role directly assists Private Wealth Advisors and their clients with a variety of tasks. Primary duties include answering questions, coordinating CRM tasks, preparing client meeting materials, and maintaining positive client communications.

Qualifications

• Bachelor's Degree preferred.
• Ability to work in a fast-paced environment.
• Ability to communicate effectively with clients and team members.

Responsibilities

• Answer customer questions and concerns.
• Help monitor and respond to incoming client and team emails
• Coordinate between the various teams within Wise Financial and creating tasks in our CRM system when appropriate
• Screening tasks for all necessary information before assigning them to the appropriate team
• Verbally verifying money movement requests and processing basic money movement tasks
• Request and follow up with clients to request necessary info or documents
• Assist lead advisors with scheduling client meetings
• Help prepare necessary documents for upcoming client meetings
• Maintain positive customer communication relationships by completing orders, processing payments, and processing returns.
• Coordinate with CPA's and other financial services professionals to coordinate timely and successful completion of tasks
• Work directly with Wise Financial clients to walk them through our client website along with establishing or assisting with other related applications
• Maintain a clean work environment by complying with procedures, rules, and regulations.

Skills

Customer service

Communication

Team collaboration

CRM software

Education

Bachelor's Degree preferred

Tools

CRM system

Job description

Wise Financial - Northwestern Mutual Private Client Group is looking for a motivated Client Service Associate to join our team. The ideal candidate will have a passion for helping others and providing a white glove service experience. This position is responsible for directly assisting by our Private Wealth Advisors and their clients with a variety of tasks.

Responsibilities:

• Answer customer questions and concerns.
• Help monitor and respond to incoming client and team emails
• Coordinate between the various teams within Wise Financial and creating tasks in our CRM system when appropriate
• Screening tasks for all necessary information before assigning them to the appropriate team
• Verbally verifying money movement requests and processing basic money movement tasks
• Request and follow up with clients to request necessary info or documents
• Assist lead advisors with scheduling client meetings
• Help prepare necessary documents for upcoming client meetings
• Maintain positive customer communication relationships by completing orders, processing payments, and processing returns.
• Coordinate with CPA's and other financial services professionals to coordinate timely and successful completion of tasks
• Work directly with Wise Financial clients to walk them through our client website along with establishing or assisting with other related applications
• Maintain a clean work environment by complying with procedures, rules, and regulations.

Qualifications:

• Bachelor's Degree preferred
• Ability to work in a fast-paced environment.
• Ability to communicate effectively with clients and team members