Service Advisor

Northwestern Mutual; Indianapolis (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

Munder Financial seeks a Relationship-driven Service Advisor to be the primary contact for an established client base, delivering exceptional client experiences through proactive communication and ongoing financial planning support.

New Service Advisors follow a structured development path with comprehensive training and mentorship to build deep expertise in financial planning, client relationships, and advisory services.

Qualifications

• Experience in financial services or client relationship management preferred.
• Bachelor's degree or higher preferred.
• Proficiency with CRM systems and Microsoft Office.

Responsibilities

• Serve as the primary advisor and relationship manager for assigned clients.
• Conduct annual reviews and ongoing client meetings.
• Monitor client situations for life events and changing financial needs.
• Identify planning gaps, risk exposures, and coverage needs.
• Ensure recommendations are implemented in a timely manner.
• Coordinate and complete client service requests with high responsiveness.

Skills

Client relationship management

CRM systems

Microsoft Office

Relationship-building

Verbal communication

Written communication

Organizational skills

Time management

Teamwork

Education

Bachelor's degree

Tools

Salesforce

Job description

Munder Financial is seeking a relationship-driven Service Advisor to serve as the primary point of contact for an established client base. This role is responsible for delivering exceptional client experience through proactive communication, ongoing financial planning support, and personalized service.

The Service Advisor works closely with clients, advisors, and internal support teams to ensure financial planning recommendations are implemented, service needs are addressed, and client relationships continue to grow. The ideal candidate is highly organized, client-focused, and passionate about helping individuals and families achieve financial confidence.

This role follows a structured development path designed to build deep expertise in financial planning, client relationship management, and advisory services. New Service Advisors can expect a comprehensive training and transition period of up to two years, during which they will work closely with senior advisors and team members to develop the knowledge, skills, and confidence needed to independently manage client relationships and provide exceptional service.

Responsibilities

• Serve as the primary advisor and relationship manager for assigned clients.
• Conduct annual reviews and ongoing client meetings in accordance with the firm's service model.
• Monitor client situations for life events, changing financial needs, and planning opportunities.
• Identify planning gaps, risk exposures, and additional coverage needs.
• Ensure financial planning recommendations are implemented effectively and in a timely manner.
• Coordinate and complete client service requests with a high level of responsiveness and professionalism.
• Guide clients through onboarding, account changes, and other transitions.
• Partner with Advisors and Operations Team members to deliver seamless and consistent client experience.
• Maintain accurate client records, meeting notes, and CRM data.
• Build long‑term, trust‑based relationships through proactive communication and service.
• Support client retention efforts and identify opportunities to strengthen and expand client relationships.
• Participate in team meetings, planning discussions, and firm initiatives.

Qualifications

• Experience in financial services, wealth management, insurance, banking, or a client relationship management role preferred.
• Bachelor's degree preferred.
• Proficiency with CRM systems and Microsoft Office.
• Exceptional relationship‑building and interpersonal skills.
• Strong verbal and written communication abilities.
• Strong organizational skills, attention to detail, and follow‑through.
• Self‑motivated, proactive, and solution oriented.
• Ability to manage multiple priorities while maintaining a high standard of service.
• Ability to work independently and collaboratively within a team environment.
• Growth‑oriented mindset with a passion for delivering exceptional client experiences.

Measures of Success

• High client retention and satisfaction.
• Timely completion of annual reviews and client service touchpoints.
• Revenue retained and expanded within existing client relationships.
• Identification and implementation of planning opportunities.
• Quality, accuracy, and timeliness of client service delivery.
• Growth in referrals and introductions from existing clients.
• Achievement of role‑specific proficiency standards and required licensure milestones.