Client Services Associate

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

Job summary

Northwestern Mutual in Louisville is seeking a Client Service Associate for our fast-paced wealth management team. The role focuses on expertly handling high call volumes, managing calendars, confirming appointments, and filing as needed.

You will work in-office Monday–Friday with some flexibility on hours; excellent communication, attention to detail and discretion are essential for success in this supportive administrative position.

Qualifications

• 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 experience is a plus.

Responsibilities

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

Skills

Phone etiquette

Communication

Attention to detail

Organizational skills

Prioritization

Interpersonal skills

Independent worker

Discretion & integrity

Adaptability

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.