Wealth Management Client Services & Operations Associate

Northwestern Mutual; Irvine (CA); On-site; USD 56,000 - 110,000; Full time

Benefits offered by this job

Comprehensive mentorship program

Generous vacation days

Medical, dental, and vision coverage

401(k) and profit-sharing contribution

On-site gym and yoga classes

Fully stocked snack station

Job summary

Northwestern Mutual in Irvine, California is looking for a Service Associate to join their Luminate Wealth Management team. The successful candidate will provide exceptional client service, support financial advisors by processing account paperwork, and facilitate the onboarding of new insurance clients.

Candidates should have a background in client service, possess FINRA licensing, and have excellent communication skills. The position offers a competitive base salary ranging from $56,000 to $110,000, comprehensive benefits, and opportunities for professional growth.

Qualifications

• 2+ years of experience in high-touch client service.
• Experience with complex paperwork in regulated environments.
• Strong attention to detail and ownership of tasks.

Responsibilities

• Generate and process paperwork for accounts.
• Facilitate underwriting and onboarding for insurance clients.
• Support advisors with client servicing requests.
• Answer client inquiries on investments and insurance policies.
• Collaborate towards quarterly goals for operational improvement.

Skills

Client service background

Process-oriented

Strong organization

Communication skills

Problem-solving skills

Knowledge of U.S. tax system

Education

FINRA Series 7 and 63/66 licensed

California life insurance license (preferred)

Job description

Northwestern Mutual in Irvine, California is looking for a Service Associate to join their Luminate Wealth Management team. The successful candidate will provide exceptional client service, support financial advisors by processing account paperwork, and facilitate the onboarding of new insurance clients.

Candidates should have a background in client service, possess FINRA licensing, and have excellent communication skills. The position offers a competitive base salary ranging from $56,000 to $110,000, comprehensive benefits, and opportunities for professional growth.