Client Success & Operations Specialist

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

Benefits offered by this job

Health, Vision, & Dental Insurance

Short-term Disability Insurance

Long-term Disability Insurance

Life Insurance

Simple IRA

PTO and holiday pay

Personal and professional development

Job summary

Northwestern Mutual - Clayton is seeking a Client Service and Operations Associate in Chesterfield, MO. This full-time role (40 hours/week, exempt) supports financial advisors with client servicing and operational tasks, serving as a liaison among clients, the home office, and advisors.

Responsibilities include client support, account processing, compliance, and onboarding, with a focus on accuracy, confidentiality, and timely communication.

Qualifications

• 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.

Responsibilities

• Send meeting invites 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.
• 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.

Skills

Communication skills

Attention to detail

Problem solving

Analytical skills

Teamwork

Independent learning

Adaptability

Education

Life and Health license

Series 6 & 7 licenses

Job description

Northwestern Mutual - Clayton is seeking a Client Service and Operations Associate in Chesterfield, MO. This full-time role (40 hours/week, exempt) supports financial advisors with client servicing and operational tasks, serving as a liaison among clients, the home office, and advisors.

Responsibilities include client support, account processing, compliance, and onboarding, with a focus on accuracy, confidentiality, and timely communication.