Marketing & Administrative Coordinator: Client Experience

Northwestern Mutual-Twin Cities; BLOOMINGTON (MN); On-site; USD 40,000 - 56,000; Full time

Job summary

Northwestern Mutual in Bloomington, MN is seeking an Administrative & Marketing Coordinator who thrives in a hands-on role blending operations, client service, and growth. You will support advisors with calendars, meetings, communications, and paperwork while helping to build strong client relationships.

This position offers exposure to financial services, marketing activities, events, and reporting. The ideal candidate is highly organized, detail-oriented, and comfortable coordinating across

Qualifications

• Exceptional organizational and time-management skills.
• Strong written and verbal communication abilities.
• Ability to prioritize multiple tasks and meet deadlines.
• Strong attention to detail and follow-through.
• Professional and positive attitude when working with clients.
• Technology proficiency, including Microsoft Office and virtual meeting platforms.
• Ability to maintain confidentiality and handle sensitive information.

Responsibilities

• Manage advisor calendars, scheduling, and meeting logistics.
• Prepare advisor for client meetings and appointments.
• Manage email correspondence and assist with communication workflows.
• Track action items and ensure timely follow-up on outstanding requests.
• Maintain accurate client records and reporting.
• Complete, submit, and track insurance and operational paperwork.
• Coordinate weekly team meetings and other internal meetings as needed.
• Serve as a key point of contact for client service requests and inquiries.
• Support client retention initiatives and relationship-building efforts.
• Coordinate client appreciation activities, gifts, thank-you campaigns, and personalized touches.
• Assist with client events, educational workshops, and appreciation gatherings.
• Create exceptional client experiences that reinforce long-term relationships.
• Assist with the execution of social media content and engagement.
• Monitor social media channels and help maintain a consistent online presence.
• Support team newsletters, email campaigns, and marketing communications.
• Help track marketing metrics, referral sources, and campaign effectiveness.
• Maintain and update marketing materials and digital content as needed.

Skills

Organizational skills

Written and verbal communication

Prioritize tasks

Attention to detail

Professional attitude with clients

Technology proficiency

Confidentiality handling

Education

Bachelor's degree or equivalent

Life/Health license (preferred)

Tools

Microsoft Office

Virtual meeting platforms

Job description

Northwestern Mutual in Bloomington, MN is seeking an Administrative & Marketing Coordinator who thrives in a hands-on role blending operations, client service, and growth. You will support advisors with calendars, meetings, communications, and paperwork while helping to build strong client relationships.

This position offers exposure to financial services, marketing activities, events, and reporting. The ideal candidate is highly organized, detail-oriented, and comfortable coordinating across