Northwestern Mutual · 10 hours ago
Client Services Associate
North Miami Beach, FL
Full-time
Onsite
New Grad, Entry LevelNorthwestern Mutual delivers financial clarity and long-term security through personalized financial planning and innovative solutions. They are seeking a Client Services Associate to support financial advisors and clients by managing client accounts, maintaining accurate records, and ensuring a seamless client experience.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Responding to client inquiries
Providing excellent customer support
Assisting with administrative tasks
Collaborating with team members to uphold exemplary service standards
Qualification
Required
Strong skills in Client Services, Customer Support, and Customer Service to deliver a superior client experience
Effective Communication skills to interact professionally with clients and team members
Basic knowledge of Finance to support client account management and financial inquiries
Detail-oriented and highly organized with the ability to manage multiple tasks efficiently
Proficiency in relevant software and technology, including CRM tools and Microsoft Office
Ability to work collaboratively in a team and adapt to a fast-paced environment
Preferred
Bachelor's degree in business, finance, or a related field
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
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2026-01-22
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2026-01-17
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