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Northwestern Mutual · 2 days ago

Registered Client Care Srvcs Rep (S6/63) - ADM -

Full-time

Hybrid

Entry, Mid Level

$21.35/hr - $32.02/hr

2+ years exp

Northwestern Mutual is focused on delivering seamless support for converting accumulated annuity funds into guaranteed income streams. The Registered Client Care Services Representative supports field teams and clients with annuity disbursement and policy maintenance needs, ensuring smooth transitions from accumulation to payout phases.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

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 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

Qualification

FINRA Licensure 6/63Customer service experienceInvestment market knowledgeTax implications understandingAdvanced communication skillsMulti-tasking abilityComputer proficiencyProblem-solving skillsOrganizational skills