Client Services Associate

Northwestern Mutual; Louisville (KY); On-site; USD 32,000 - 45,000; Full time

Job summary

Northwestern Mutual in Louisville seeks a Client Service Associate to join our wealth management team. The role focuses on high-volume calls, scheduling, filing, and calendar management in a fast-paced office environment.

The ideal candidate will have excellent communication, strong organizational skills, and the ability to work independently with discretion and integrity on confidential client information. This is an in-office role with Monday–Friday hours and some flexibility.

Qualifications

• Experience in support roles or administrative positions.
• Familiarity with the insurance business is a plus.
• Proficient in Outlook, Zoom Workplace, and Microsoft Office.
• CRM experience is a plus.
• Demonstrated adaptability and flexibility with evolving priorities.
• Detail oriented with strong organizational skills.
• Excellent communication and interpersonal skills.
• Self-motivated and able to work independently.
• Trustworthy with discretion and integrity and confidentiality.

Responsibilities

• Answer incoming calls, take messages, and communicate with staff to meet client needs.
• Filing, appointment scheduling and confirmations, plus conference room reservations.
• Any additional administrative task assigned.

Skills

Phone etiquette

Communication skills

Organizational skills

Attention to detail

Independent work

Discretion & integrity

Interpersonal skills

Self-motivated

Tools

Outlook

Zoom Workplace

Microsoft Office

CRM

Job description

We are seeking a Client Service Associate to join our fast-paced wealth management firm.

The ideal candidate will have strong phone etiquette and communication skills. We are looking for a team member who is comfortable managing a high call volume, multiple calendars, appointment confirmations along with scheduling and filing.

This is an in-office position Monday- Friday. Specific hours have some flexibility.

Key Responsibilities:

• Answer incoming calls. Take detailed messages and communicate effectively with staff to ensure client needs are met timely.


• Filing, appointment scheduling and confirmations along with conference room reservations and any additional appointment support requested.


• Any additional administrative task assigned.

Qualifications and Skills:

• Proven experience in support roles or similar administrative positions. (familiarity with insurance business is a plus)


• Proficient in Outlook, Zoom Workplace and Microsoft Office. CRM (Client Relationship Manager) is a plus.


• Demonstrated adaptability and flexibility in responding to evolving priorities.


• Self-starter with a strong attention to detail and excellent organizational skills.


• A positive attitude with the ability to prioritize and communicate effectively.


• Excellent communication and interpersonal skills, written and verbal, with the ability to interact with individuals at all levels.


• Self-motivated, proactive, detail oriented and the ability to work independently.


• Trustworthy with a high degree of discretion and integrity, with a commitment to upholding confidentiality and ethical standards

• Pay: $32,000.00 - $45,000.00 annual salary.