Investment Client Experience Specialist

Northwestern Mutual; Franklin (WI); On-site; USD 32,000 - 48,000; Full time

Job summary

Northwestern Mutual is seeking an associate who delivers a personalized client experience in a call center environment. You will assist Financial Representatives and clients with investment-related questions, transactions, and servicing needs, handle complex inquiries, and coach teammates as needed.

You will apply expert knowledge of investment products, tax implications, and privacy standards while maintaining accuracy and client focus in a fast-paced setting.

Qualifications

• Associate degree in business or related field or equivalent experience.
• Minimum four years of customer service experience with strong skills.
• Deep knowledge of investment products and markets such as VA, VL, VUL, Retirement, and Business.
• Strong written and verbal communication and high accuracy.

Responsibilities

• Answer questions, explain servicing options, and help with products and services.
• Resolve basic and intermediate inquiries and transactions with expertise.
• Research complex problems, identify root causes, and resolve escalations.
• Coach or train team members as needed and support field in change.

Skills

Adaptive Communication

Case Management

Compliance

Customer Support

Escalation Management

Investment Products

Root Cause Analysis

Education

Associate degree in business or related field

Job description

Northwestern Mutual is seeking an associate who delivers a personalized client experience in a call center environment. You will assist Financial Representatives and clients with investment-related questions, transactions, and servicing needs, handle complex inquiries, and coach teammates as needed.

You will apply expert knowledge of investment products, tax implications, and privacy standards while maintaining accuracy and client focus in a fast-paced setting.