Investment Client Srvcs Rep

1 week ago

Franklin WI United States Northwestern Mutual Full time
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities:
  • Delivers a personalized and remarkable experience for our field partners and their staff by answering their questions, providing servicing options and helping them with their products or services in a call center environment
  • Proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a registered area and is learning to become proficient in complex work.
  • Researches and evaluates possible solutions to complex problems that requires identifying root cause and some deviations from procedures
  • Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers
  • Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries.
  • Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients.
  • Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy.
  • Understands how systems connect to processes and outcomes.
  • Drives change and embraces continuous improvement by creating processes and provisions to accommodate change.
  • Fosters a professional relationship with our clients to enhance brand loyalty
  • Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards
  • Adept at shifting work priorities to meet the needs of the business and customer demand.
Qualifications:
  • Associates degree in business or related field or equivalent combination of education and experience* Minimum of 2 years related customer service experience with proven customer service skills
  • Solid understanding of Investment or Income markets or products (i.e. VA, VL, VUL Retirement or Business markets)
  • A basic understanding of tax implications
  • Advanced written and verbal communication skills
  • Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy
  • Strong organization skills with the ability to prioritize tasks.
  • A strong desire to continuously learn and improve
  • Strong problem-solving skills
  • Computer experience with solid keyboarding skills
#LI-Hybrid

This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.

Required Certifications:

Non-Registered Fingerprinted - FINRA

Compensation Range:

Pay Range - Start:

$20.93

Pay Range - End:

$31.39

Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.

Grow your career with a best-in-class company that puts our client’s interests at the center of all we do. Get started now 

We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


FIND YOUR FUTURE

We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion. 

  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups
PandoLogic. Category:General, Location:Franklin, WI-53132

  • Investment Client Srvcs Rep

    1 week ago

    Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities: Delivers a personalized and remarkable experience for our field partners and their staff by answering their questions, providing servicing options and...

  • Specialized Client Srvcs Rep

    3 months ago

    Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products...

  • Investment Client Srvcs Rep

    19 hours ago

    Franklin, United States Northwestern Mutual Full time

    Job Description At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties & Responsibilities: Delivers a personalized and remarkable experience for our field partners and their staff by answering their questions, providing servicing options and helping them with their...

  • Client Care Srvcs Rep Sr

    3 weeks ago

    Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them...

  • Specialized Client Srvcs Rep

    2 months ago

    Franklin, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call...

  • Investment Client Srvcs Specialist

    3 weeks ago

    Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Job Description This position works to support our field and clients with the trading and management of their investment accounts. Team members partner closely with Northwestern...

  • Specialized Client Care Srvcs Rep

    3 hours ago

    Franklin, United States Northwestern Mutual Full time

    Job Description At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a...

  • Client service rep

    3 weeks ago

    Franklin, United States Yoh Full time

    strong>Onsite Customer Service Rep needed for a contract opportunity with Yoh's client located in Franklin, MA. Summary: The main function of a customer service representative is to interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints. A typical customer service...

  • Investment Client Services Consultant

    2 weeks ago

    Franklin, Wisconsin, United States Northwestern Mutual Full time

    Company Overview: Northwestern Mutual is a leading financial services company that prioritizes innovation and growth. We invest in our people, fostering a positive work environment.As an Investment Client Services Specialist, you will support our top 250 Wealth Advisors by providing exceptional operational investment support.

  • Investment Client Services Specialist

    3 weeks ago

    Franklin, WI, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment...

  • Investment Advisor

    4 weeks ago

    Beecher, IL, United States Cetera Investment Services LLC Full time

    FIRST COMMUNITY BANK AND TRUSTPosition Title: Investment Advisor About the Company Community Bank servicing local communities in eastern Will County and beyond. Existing wealth management department is structured as a team with ~$80mm assets under management. Investment Advisor is a leadership role that works with other senior bank management providing a...

  • Investment Advisor

    4 weeks ago

    Cleveland, OH, United States Cetera Investment Services LLC Full time

    The Investment Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Investment Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those...

  • Investment Client Services Manager

    6 months ago

    Franklin, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Manages team and employee development. Includes identifying staffing needs, mentoring and performance management. Communicates purpose, clarifies roles, tasks, milestones, and measures...

  • Client Relationship Liaison

    4 weeks ago

    Marlton, NJ, United States Lincoln Investment Full time

    Client Relationship Liaison (Marlton, NJ)Natale & Harriett Wealth Management is seeking a motivated and team-oriented individual to join our energetic financial planning group. This position involves working with the current team which consists of 3 Financial Representatives and 2 Client Service / Sales Support associates. The role will require on-site work...

  • Investment Manager

    4 weeks ago

    Overland Park, KS, United States Creative Planning Full time

    Creative Planning’s Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Manager’s primary function is to supervise accounts for their wealth management team. They are responsible for management of the intended strategy, all trading, distribution requests, weekly tax...

  • Investment Client Services Specialist

    2 weeks ago

    Franklin, United States Northwestern Mutual Life Insurance Company Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited...

  • Investment Client Services Specialist

    2 weeks ago

    Franklin, United States Northwestern Mutual Life Insurance Company Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment operational support including, but not limited...

  • Investment Client Services Specialist

    7 days ago

    Franklin, United States Northwestern Mutual Full time

    At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. This position works to support Northwestern Mutual's top 250 Wealth Advisors. Team members partner closely with those specific advisors and their staff to deliver exceptional investment...

  • Senior Client Service Associate

    4 weeks ago

    Boston, MA, United States Atlantic Group Full time

    The Atlantic Group has partnered with a global investment firm in Boston looking to hire a talented Senior Client Service Associate to join their investment team!Job Summary:The Senior Client Service Associate will be responsible for coordinating operations for a range of clients, serving as a primary point of contact for the Investment Teams, and...

  • Outside Sales Rep

    4 weeks ago

    Alpharetta, GA, United States GPAC Full time

    Outside Sales Rep – Building MaterialsWe are looking for an outgoing and energetic Outside Sales Rep in the Building Materials industry to join our growing team! As the Outside Sales Rep, you will be responsible for building and maintaining strong relationships with customers, identifying new business opportunities, and achieving sales targets. You will...