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Northwestern Mutual · 23 hours ago

Client Services Advisor

Rochester, New York Metropolitan Area

Full-time

Onsite

New Grad, Entry Level

Northwestern Mutual is dedicated to creating an excellent client experience through The Mayeu Financial Group. The Client Services Advisor will facilitate client meetings, manage communications, and ensure the execution of the client service model while fostering strong relationships with clientele.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Hiring Manager

Amber Love

Responsibilities

Manage all incoming calls/emails from assigned households

Scheduling appts and maintaining advisor(s) calendar

Sending zoom meeting invites

Coordinating multiple advisor calendars

Ensure Client Touch plan is being executed

Number of meetings per year

Services provided

Client appreciation items

In-office client experience for assigned households

Greeting clients, ensuring they are taken care of

Post Client meeting tracking

Ensure case notes are saved within CRM

Track specific metrics from client meetings within CRM

Respond to client service requests via email/phone

Completing all risk-related service requests

Complete all investment related service items within your capabilities; task others to team for execution

Sending out requested documents to clients: statements, tax documents, etc

Research all items that are NOT New Business or Planning

Update/maintain all client information via our Client Management System(s) CRM & Advisor Desktop/NMConnect

Preparation for weekly POD L10 Meeting

Complete pre-meeting formatting in Ninety.io

Assist with client meeting preparation

Review client file contents and ensure items are ready for meeting

Assist Advisor in day to day operations

Firefight the day to day items that arise within the POD

Remove service items from Advisor whenever possible

Track specific role metrics and priorities within Ninety.io

Maintain office and employee standards

Maintain compliance standards

Maintain adequate coverage through cross-training (operations & planning)

Sustain a positive, enthusiastic and professional office atmosphere for clients, representatives and colleagues

Qualification

HealthLife licensedFinancial Service experienceSIESeries 6Series 63Customer service experienceCommunication skillsOrganizational skillsAttention to detailData entryDiplomaticFlexibleAlignment to Firm valuesTime management skillsOpen-mindedConfidentiality