Client Service Associate

1 week ago

Saint Louis, United States Northwestern Mutual Full time
Job DescriptionJob DescriptionOur team’s mission is a dedication to building lifetime relationships with private investors, business owners, and business executives. These relationships are rooted in providing value to clients by helping identify needs and solutions aimed at achieving financial goals. We believe in helping clients identify and secure their desired life outcomes by regularly assessing their progress towards their desires and dreams.Job Summary

As a Client Service Associate, you will work 1 on 1 with your lead advisors to assist with client needs that result from meetings and client reviews. You will assist the advisors in preparing for client reviews, process any follow up for the advisors and be the first point of contact for the clients, being familiar with each of those relationships and able to answer questions and move the ball forward. You will communicate with other team members regarding tasks that require their assistance to serve the clients’ needs.

Key Responsibilities

Support and Manage the Insurance & Investment Business for the advisor including:

    • Communicate with clients about their insurance and investment needs and requests
    • Manage existing investment client needs (working with our Portfolio Manager when appropriate), service requests, rollovers, tax harvesting, annuities, process retirement required minimum distributions, charitable giving requests
    • Prefill and submit paperwork for new and existing business, process and track account requests
    • Adhere to standard operating procedures that maintain compliance as a competitive advantage

Support and Manage Key Marketing activities:

    • Leverage key marketing resources and tools provided to the firm
    • Work with and educate clients on the interactive use of our website
    • Reach out to new/potential clients

Support and Manage Financial Plans for the advisor including:

    • Create and update individual client planning analyses
    • Make/Prepare insurance or investment recommendations for clients
    • Continue education to stay on top of current topics and trends for planning
    • Assist the advisor with creating vision for our clients’ big picture planning

Administrative Management

    • Manage incoming client emails, review and track case notes, assign/manage necessary tasks
    • Assist with travel coordination for the Lead Advisor
    • Maintain state licenses, continuing education, designation requirements, outside business activity, & disclosures
    • Schedule and confirm client appointments and cancellations; reserve conference rooms for in-person meetings

Job Qualifications

  • Required
    • Life & Health license
    • Financial services or insurance industry experience (Northwestern Mutual experience preferred)
    • SIE, Series 6, Series 63 licenses (Series 7 preferred)

Key Characteristics

  • Ability to maintain confidentiality
  • Able to work independently or on a team
  • Ability to embrace change and work in a fast-paced environment
  • Strong attention to detail with the ability to work with a high degree of accuracy
  • Demonstrated organizational skills, ability to multi-task, and time management skills with the ability to set priorities and meet deadlines
  • Flexible and open-minded
  • Ability to proactively identify what needs to be accomplished and take action
  • Committed to professional growth and development
  • Able to apply strong written, verbal, and interpersonal skills to the role
  • Approachable, respectful, inclusive communication with a strong ability to cultivate, and maintain relationships.
  • Shows humility - Acknowledgement of strengths and limitations while maintaining an open mind and a desire to continuously learn from others
  • Ability to convey financial knowledge to clients, advocates, and team members.
  • Trustworthy and possesses Integrity
  • Ability to give and receive constructive feedback
  • Willingness to do “extra” for the benefit of our clients and our business

  • Client Services Associate

    3 weeks ago

    Saint Louis, United States St. Andrews Seniors Solutions Full time

    Home Care Client Services Associate Please ensure you read the below overview and requirements for this employment opportunity completely.St. Andrew's Senior Solutions is seeking an energetic Client Services Associate to join our growing Team. This exciting position is responsible for supporting all areas of our business and the spectrum of services we...

  • Registered Client Associate

    2 months ago

    SAINT LOUIS, United States Wells Fargo & Company Full time

    Assist Financial Advisor(s) with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence. Facilitate Financial Advisor and client requests for account rel Client Associate, Financial Advisor, Registered, Client Support, Associate, Client Service, Banking

  • Associate Advisor

    1 month ago

    Saint Louis, United States Precision Wealth Strategies LLC Full time

    Job DescriptionJob DescriptionAssociate Advisor / Client Associate – Needed to Manage the Client ProcessAre you looking for a platform to show off your organizational and communication skills? Do you take pride in your work? If professional growth, being part of an exceptional team, and driving client goals motivates you, let’s talk.The motto you will...

  • Associate Advisor

    3 weeks ago

    Saint Louis, United States Precision Wealth Strategies LLC Full time

    Job DescriptionJob DescriptionAssociate Advisor / Client Associate – Needed to Manage the Client ProcessAre you looking for a platform to show off your organizational and communication skills? Do you take pride in your work? If professional growth, being part of an exceptional team, and driving client goals motivates you, let’s talk.The motto you will...

  • Client Services Associate

    3 weeks ago

    St Louis, United States St. Andrews Seniors Solutions Full time

    Home Care Client Services Associate Please ensure you read the below overview and requirements for this employment opportunity completely. St. Andrew's Senior Solutions is seeking an energetic Client Services Associate to join our growing Team. This exciting position is responsible for supporting all areas of our business and the spectrum of services we...

  • Registered Client Associate

    4 weeks ago

    Saint Louis, United States Wells Fargo Full time

    Job Description: About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: * Assist Financial Advisor(s) with sales, service, and operational related activities such as...

  • Registered Client Associate

    3 weeks ago

    Saint Louis, United States Wells Fargo Full time

    Job Description: About this role: Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: * Assist Financial Advisor(s) with sales, service, and operational related activities such as...

  • Client Services Associate

    2 weeks ago

    Saint Cloud, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionSalary: The Client Services Associate role provides new Financial Representatives (FRs) with administrative support full-time from our office in St. Cloud to allow the new FR to spend more time in front of current clients and prospective clients. The Client Services Associate is also responsible for helping the FRs to build...

  • Client Service Associate, Private Wealth

    2 months ago

    Saint Louis, United States Canadian Imperial Bank of Commerce Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Client Service Associate, Private Wealth

    3 weeks ago

    Saint Louis, United States Canadian Imperial Bank of Commerce Full time

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Client Services Coordinator

    3 weeks ago

    Saint Louis, United States Lushin Inc. Full time

    Job DescriptionJob DescriptionLushin Inc, is an Employee-Owned Indianapolis based Sales and Sales Management consulting group. We need a St. Louis based Client Services Coordinator to drive success for our growing client base.About Us: We have leaders, not bosses.We help lift others as we climb.We have each other’s backs.We take responsibility.We make a...

  • Client Reporting Services Specialist

    2 months ago

    Saint Louis, United States Stifel Full time

    Summary The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and...

  • Client Reporting Services Specialist

    1 week ago

    Saint Louis, United States Stifel Full time

    Summary The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and...

  • Sr Client Service Associate

    4 weeks ago

    St Louis, United States FirstBank Full time

    Position Details Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department. What You Will Be Doing Providing sale/clerical/ administrative support including filing of customer...

  • Sr Client Service Associate

    4 weeks ago

    St Louis, United States FirstBank Full time

    Position Details Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department. What You Will Be Doing Providing sale/clerical/ administrative support including filing of customer...

  • Sr Client Service Associate

    3 weeks ago

    St Louis, United States FirstBank Full time

    Position Details Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department. What You Will Be Doing Providing sale/clerical/ administrative support including filing of customer...

  • Sr Client Service Associate

    2 weeks ago

    St Louis, United States FirstBank Full time

    Position Details Our Sr Client Service Associates assist our Financial Advisors with administrative duties up to and including scheduling of customer appointments, providing customer service, and act as a liaison for the Brokerage Administration department. What You Will Be Doing Providing sale/clerical/ administrative support including filing of customer...

  • Client Services Specialist

    4 days ago

    Saint Louis, United States The Chamberlin Group Full time

    Job DescriptionJob DescriptionClient Services SpecialistThe Chamberlin Group is a fast-growing financial services company that is unlike any you’ve ever met.If you're an ambitious go-getter willing to take on the challenge of nurturing client relationships and enhancing our service experience, we want to hear from you.We know you’ve heard the...

  • Client Service Associate

    6 days ago

    Saint-Bauzille-de-Putois, Occitanie, United States PNC Bank Full time

    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all Client Service, Associate, Service Manager, Support, Client Relations, Retail, Banking

  • Client Services Specialist

    2 weeks ago

    Saint Louis, United States The Chamberlin Group Full time

    Job DescriptionJob DescriptionClient Services SpecialistThe Chamberlin Group is a fast-growing financial services company that is unlike any you’ve ever met.If you're an ambitious go-getter willing to take on the challenge of nurturing client relationships and enhancing our service experience, we want to hear from you.We know you’ve heard the...