Wealth Planning Client Services Associate

Northwestern Mutual; Denver (CO); On-site; USD 57,000 - 65,000; Full time

Benefits offered by this job

401(k) with employer match

Health, dental, and vision insurance

Disability insurance

Generous PTO and holidays

Family leave and development support

Job summary

Passage Wealth Partners, backed by Northwestern Mutual, is seeking a Client Service Associate to support advisor teams in wealth management, retention, and service excellence. You will document client discussions, prepare summaries, and manage service requests across insurance and investment operations.

The role requires a Bachelor’s degree, insurance and securities registrations within specified timelines, and proficiency with Microsoft Office.

Qualifications

• Bachelor’s degree required.
• Life and Health Insurance License or obtained within the first six months.
• Securities Registration (SIE, Series 6/7, Series 63) obtained within the first year.
• Industry experience preferred.
• Proficiency with Microsoft Office Suite.

Responsibilities

• Attend client and prospect meetings and document discussions, recommendations, and next steps.
• Prepare meeting summaries and follow-up communications.
• Coordinate and facilitate routine client service requests, ensuring completion of action items.
• Maintain client records and workflow systems, ensuring data is accurate and up-to-date.
• Schedule meetings and manage advisor calendars as needed.
• Collaborate with team members to ensure service requests and information collection are completed accurately and promptly.
• Escalate complex client concerns or planning matters to the Financial Advisor.
• Coordinate with planning team to obtain information to develop financial plan and prepare recommendations.
• Assist in the preparation of all materials for plan presentation and account reviews, including: Financial plan, Client statement, Investment policy proposals/statements, Risk product proposals and/or in-force illustrations, Performance reports and marketing materials.

Skills

Industry experience

Communication skills

Education

Bachelor’s degree

Life and Health Insurance License or obtained within 6 months

Securities Registration (SIE, Series 6/7, Series 63) within first year

Tools

Microsoft Office Suite

Job description

Passage Wealth Partners, backed by Northwestern Mutual, is seeking a Client Service Associate to support advisor teams in wealth management, retention, and service excellence. You will document client discussions, prepare summaries, and manage service requests across insurance and investment operations.

The role requires a Bachelor’s degree, insurance and securities registrations within specified timelines, and proficiency with Microsoft Office.