Northwestern Mutual · 21 hours ago
Client Experience Advisor
Utica, NY
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $75K/yrNorthwestern Mutual is seeking a Client Experience Advisor to support their Wealth Advisors in managing client relationships and prospecting for new clients. The role involves providing exceptional client service, assisting in financial strategy development, and contributing to the growth of the firm's client base.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Amber Love
Responsibilities
Assist the primary Wealth Advisor in managing client accounts, ensuring a high level of service and satisfaction
Conduct regular client meetings and reviews to assess financial goals and performance
Address client inquiries and concerns promptly, providing accurate and helpful information
Collaborate with the Wealth Advisor to develop and implement customized financial plans for clients
Prepare and review financial reports, investment summaries, and other documentation for client meetings
Monitor market trends and client portfolios to identify opportunities for adjustments or improvements
Proactively identify and pursue new client opportunities through networking, referrals, and marketing initiatives
Conduct initial consultations with prospective clients to understand their financial needs and objectives
Assist in the development and execution of strategies to expand the firm's client base
Act as the primary support for the Wealth Advisor, facilitating the smooth execution of client services
Coordinate with internal departments to ensure timely and efficient delivery of services
Stay informed about industry trends, financial products, and regulatory changes
Participate in training and development programs to enhance skills and knowledge
Qualification
Required
Strong interpersonal skills
Keen understanding of financial markets
Ability to work collaboratively within a team
Assist the primary Wealth Advisor in managing client accounts, ensuring a high level of service and satisfaction
Conduct regular client meetings and reviews to assess financial goals and performance
Address client inquiries and concerns promptly, providing accurate and helpful information
Collaborate with the Wealth Advisor to develop and implement customized financial plans for clients
Prepare and review financial reports, investment summaries, and other documentation for client meetings
Monitor market trends and client portfolios to identify opportunities for adjustments or improvements
Proactively identify and pursue new client opportunities through networking, referrals, and marketing initiatives
Conduct initial consultations with prospective clients to understand their financial needs and objectives
Assist in the development and execution of strategies to expand the firm's client base
Act as the primary support for the Wealth Advisor, facilitating the smooth execution of client services
Coordinate with internal departments to ensure timely and efficient delivery of services
Stay informed about industry trends, financial products, and regulatory changes
Participate in training and development programs to enhance skills and knowledge
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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