The Client Service Representative is responsible for client service and supporting the Financial Services Team in building our practice and client relationships. This role ensures an efficient and organized office, acting as a bridge between the client, network office, home office, and financial representatives. Key responsibilities include but are not limited to:

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), with an ability to learn internal software.
• Ability to work in a fast-paced and detail-oriented environment, multitask, and meet deadlines.
• Handling conversational and transactional tasks with a high level of confidentiality.   
• Data input, proposal preparation, and information gathering for client meetings.
• Managing case processing and monitoring case status.
• Providing administrative support and client service.
• Maintaining accurate client records.
• Scheduling client appointments and managing the client experience.
• Communicating with clients to confirm accurate information, form receipts, follow-up meetings, and resolve issues.
• Strong organizational and time management skills while performing administrative duties such as preparing and processing paperwork, maintaining client files, and coordinating with other departments.
• Demonstrate the ability to adapt quickly, continuously learn new skills, and proactively ask questions to ensure understanding of responsibilities and contribute effectively to the team.
• Maintaining compliance and confidentiality with business processes, including handling correspondence and maintaining case files.

The Client Service Representative role requires career orientation, the ability to adapt to changes, and a commitment to providing a remarkable client experience.

Compensation Package:

• Competitive salary $25k-$45k.
• Health, dental, and vision insurance.
• Fully Employer Funded Profit-Sharing Plan.
• Personal time off and vacation

Application Process:

Interested candidates are invited to submit their resume and cover letter detailing their qualifications and experience. Please send your application to lauran.booher@nm.com.

Northwestern Mutual is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Note: This job description is not intended to be all-inclusive. The employee may be required to perform other related duties as assigned to meet the ongoing needs of the organization.