Financial Services Client Advocate

Northwestern Mutual; Wisconsin; Remote; USD 29,411 - 44,110; Full time

Benefits offered by this job

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Job summary

Northwestern Mutual is hiring for a role in client support within a call center environment. The job involves resolving inquiries, managing transactions, and providing exceptional service while ensuring confidentiality.

Candidates need an associates degree and two years of customer service experience. Strong communication and problem-solving skills are a must. This role is a great opportunity to grow your career with a focus on client advocacy and continuous improvement.

Qualifications

• Minimum of 2 years related customer service experience.
• Advanced understanding of Investment or Income markets.
• Strong desire to continuously learn and improve.

Responsibilities

• Deliver personalized experiences for clients in a call center.
• Resolve inquiries and transactions from clients.
• Drive change and embrace continuous improvement.

Skills

Customer service

Problem-solving

Advanced communication skills

Organizational skills

Multi-tasking

Education

Associates degree in business or related field

Tools

Current software packages

Job description

Northwestern Mutual is hiring for a role in client support within a call center environment. The job involves resolving inquiries, managing transactions, and providing exceptional service while ensuring confidentiality.

Candidates need an associates degree and two years of customer service experience. Strong communication and problem-solving skills are a must. This role is a great opportunity to grow your career with a focus on client advocacy and continuous improvement.