Wealth Planning: Client Services Associate

Heartwood Planning Group | Northwestern Mutual Private Client Group; Fort Wayne (IN); On-site; USD 52,000 - 66,000; Full time

Job summary

Heartwood Planning Group | Northwestern Mutual Private Client Group is seeking a Client Service Associate to support financial advisors and Private Wealth Service Advisors. You will handle client service, onboarding activities, and day-to-day operations with a focus on accuracy and timely responses.

You will coordinate meeting prep, maintain client records, and track investment and insurance cases through completion, while collaborating with internal teams and the Home Office to ensure a

Qualifications

• Bachelor’s degree in Finance, Business, or related field.
• 1–3+ years of experience in the financial services industry.
• Licensure: Life, Health, Long-Term Care and Series 7, Series 63/66 preferred or obtained within six months of hire.
• Proficiency in Microsoft Outlook, Word, Excel, and CRM systems.
• Strong written and verbal communication, detail orientation, and organizational skills.

Responsibilities

• Support financial advisors and Private Wealth Service Advisors with client service and onboarding.
• Coordinate meeting preparation and follow-up; maintain accurate client records.
• Track investment and insurance cases through completion and provide operational support.
• Resolve client inquiries and collaborate with internal teams and Home Office.
• Contribute to mentorship, career development, and growth within the team.

Skills

Communication skills

Time management

Team collaboration

Adaptability

Education

Bachelor’s degree in Finance, Business, or related field

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

CRM systems

Job description

Heartwood Planning Group | Northwestern Mutual Private Client Group is seeking a Client Service Associate to support financial advisors and Private Wealth Service Advisors. You will handle client service, onboarding activities, and day-to-day operations with a focus on accuracy and timely responses.

You will coordinate meeting prep, maintain client records, and track investment and insurance cases through completion, while collaborating with internal teams and the Home Office to ensure a