Licensed Financial Services Client Advisor

Northwestern Mutual; Milwaukee (WI); Remote; USD 29,990 - 44,992; Full time

Job summary

Northwestern Mutual in Milwaukee, WI, seeks dedicated individuals for the Client Services Operations role, focusing on delivering exceptional service to clients and Financial Representatives.

The successful candidate will have an associate degree and two years of customer service experience. Responsibilities include handling transactional work, resolving inquiries, and maintaining high-quality client communication. A commitment to operational excellence and risk awareness is essential for success in this role.

Qualifications

• Minimum of two years of related customer service experience.
• Strong written and verbal communication skills.
• Ability to multitask and manage a high volume of calls.
• Demonstrated computer proficiency with common software applications.

Responsibilities

• Deliver personalized and exceptional client service in a call center.
• Resolve client inquiries and transactions effectively.
• Research complex problems and develop solutions.
• Guide clients through unique inquiries and de-escalate issues.

Skills

Customer Service Mindset

Policy Inquiries & Complaints Management

Prioritization

Policy & Procedure

Case Management

Teamwork

Compliance

Analytical Thinking

Adaptive Communication

Root Cause Analysis & Decision Quality

Quality Acumen

Client Advocacy

Data Security

Attention to Detail

Financial Services Industry Acumen

Insurance Products

Change Adaptability

Customer Support

Escalation Management

Investment Products

Tax Awareness

Education

Associate degree in business or related field

Job description

Northwestern Mutual in Milwaukee, WI, seeks dedicated individuals for the Client Services Operations role, focusing on delivering exceptional service to clients and Financial Representatives.

The successful candidate will have an associate degree and two years of customer service experience. Responsibilities include handling transactional work, resolving inquiries, and maintaining high-quality client communication. A commitment to operational excellence and risk awareness is essential for success in this role.