Wealth Client Services & Scheduling Specialist

Northwestern Mutual; Louisville (KY); On-site; USD 32,000 - 45,000; Full time

Job summary

Northwestern Mutual in Louisville is seeking a Client Service Associate for our fast-paced wealth management team. The role focuses on expertly handling high call volumes, managing calendars, confirming appointments, and filing as needed.

You will work in-office Monday–Friday with some flexibility on hours; excellent communication, attention to detail and discretion are essential for success in this supportive administrative position.

Qualifications

• Proven experience in support roles or similar administrative positions.
• Familiarity with insurance business is a plus.
• Proficient in Outlook, Zoom Workplace and Microsoft Office.
• CRM experience is a plus.

Responsibilities

• Answer incoming calls and take detailed messages; communicate with staff to meet client needs promptly.
• Filing, appointment scheduling and confirmations; conference room reservations and support.
• Any additional administrative task assigned.

Skills

Phone etiquette

Communication

Attention to detail

Organizational skills

Prioritization

Interpersonal skills

Independent worker

Discretion & integrity

Adaptability

Tools

Outlook

Zoom Workplace

Microsoft Office

CRM

Job description

Northwestern Mutual in Louisville is seeking a Client Service Associate for our fast-paced wealth management team. The role focuses on expertly handling high call volumes, managing calendars, confirming appointments, and filing as needed.

You will work in-office Monday–Friday with some flexibility on hours; excellent communication, attention to detail and discretion are essential for success in this supportive administrative position.