Remote Licensed Client Services Advisor Investment Support

Milwaukee Succeeds; Milwaukee (WI); Hybrid; USD 62,380,000 - 93,529,000; Full time

Benefits offered by this job

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Job summary

Northwestern Mutual is seeking a Licensed Customer Service Rep - Remote Nationwide. You will support clients and Financial Representatives with high-quality service, handling transactions and inquiries across investment products.

The role emphasizes operational excellence, risk awareness, and clear communication, in a remote, nationwide capacity. You will navigate multiple systems, de-escalate complex situations, and promote self-service options while maintaining confidentiality and building

Qualifications

• Associate degree in business or a related field or equivalent combination of education and experience.
• Minimum of two years of related customer service experience with demonstrated customer service skills.
• Advanced understanding of investment or income products or markets (e.g., VA, VL, VUL, Retirement, or Business markets).
• Basic understanding of tax implications.
• Strong written and verbal communication skills.
• Ability to multitask and manage a high volume of calls or caseloads with a high degree of accuracy.
• Strong organizational skills with the ability to prioritize tasks effectively.
• Demonstrated desire to continuously learn and improve.
• Strong problem-solving skills with the ability to provide effective options and solutions.
• Demonstrated computer proficiency with solid keyboarding skills and experience using common software applications.

Responsibilities

• Delivers a personalized and exceptional experience for clients by answering questions, providing servicing options, and supporting products or services in a call center environment.
• Proficient in resolving basic and intermediate inquiries and transactions from Financial Representatives and clients within a registered area, while developing proficiency in more complex work.
• Researches and evaluates potential solutions to complex problems, identifying root causes and deviations from standard procedures.
• Takes ownership of calls and anticipates future issues to avoid repeat calls and unnecessary transfers.
• Effectively de-escalates challenging client situations while guiding clients through complex inquiries.
• Serves as a trusted advocate for Financial Representatives and partners with them to meet client needs.
• Promotes website and self-service capabilities while understanding transaction risks and impacts.
• Understands how systems connect to processes and outcomes.
• Drives change and supports continuous improvement by helping develop processes for evolving business needs.
• Fosters professional relationships with clients to enhance brand loyalty.
• Handles phone and transactional responsibilities while adhering to confidentiality and privacy standards.
• Adapts work priorities to meet changing business and customer demands.

Skills

Customer service skills

Communication skills

Multitasking

Problem solving

Attention to detail

Data security

Tax awareness

Analytical thinking

Adaptable communication

Change management

Teamwork

Education

Associate degree in business or related field

Tools

Keyboarding skills

Common software applications

Job description

Northwestern Mutual is seeking a Licensed Customer Service Rep - Remote Nationwide. You will support clients and Financial Representatives with high-quality service, handling transactions and inquiries across investment products.

The role emphasizes operational excellence, risk awareness, and clear communication, in a remote, nationwide capacity. You will navigate multiple systems, de-escalate complex situations, and promote self-service options while maintaining confidentiality and building