Home
/
Comprehensive
/
Investment Client Service
Investment Client Service-August 2024
Franklin
Aug 25, 2025
About Investment Client Service

  JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. It\'s an exciting and important time to be a part ofNorthwestern Mutual. We\'re strong, innovative and growing. And we wantyou to grow with us. People are the power behind Northwestern Mutual,and diversity makes that power even greater. We are committed toproviding a diverse, inclusive environment where all of us can realizeour individual potential. This class has a start date of February 5,2024 This is a HYBRID 3 days in office and 2 days remote from ourFranklin, WI location. Primary Duties & Responsibilities Delivers apersonalized and remarkable experience for our clients by answeringtheir questions, providing servicing options and helping them with theirproducts or services in a call center environment Becoming proficient atresolving inquiries and transactions from Financial Reps and clients onbasic and intermediate (semi-complex) level calls and transactions in aRegistered area. Researches and evaluates possible solutions tosemi-complex problems that requires identifying root cause and somedeviations from procedures Takes ownerships of calls and begins toanticipate future issues to avoid repeat calls and unnecessary calltransfers De-escalates client experience situations and able to applyskills learned in Effortless Experience training (CEB) to all situationsServes as a trusted advocate for our Financial Representatives andpartners with them to meet the needs of our clients Embraces newtechnology, educates clients and Financial Representatives on our clientwebsite and self-service capabilities and understands risks and impactsthat the transaction has on the client or policy Embraces change bykeeping an open mind to new ideas, and readily adjusts to new orchanging processes. Embraces continuous improvement by identifyingopportunities for improvement Fosters a professional relationship withour clients to enhance brand loyalty Handles phone and transactionalresponsibilities while adhering to strict confidentiality and privacystandards Multi-tasks between phone and casework/transactional dutieswith the high degree of accuracy and quality Qualifications Associatesdegree in business or related field or equivalent combination ofeducation and experience Minimum of 1 year related customer serviceexperience with proven customer service skills Basic understanding ofFinancial Services products Strong written and verbal communicationskills Ability to multi-task and handle high volume of calls/case loadwith the greatest possible degree of accuracy Strong organization skillswith the ability to prioritize tasks. Ability to welcome change andembrace continuous improvement in a fast-paced work environment A strongdesire to continuously learn and improve Strong problem-solving skillsand... For full info follow application link. EEO/AAEmployer/Vets/Disability ***** APPLICATION INSTRUCTIONS: ApplyOnline: ipc.us/t/0537C57F23DF441B Qualified females, minorities, andspecial disabled veterans and other veterans are encouraged to apply.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Shift Leader
Do you want to be known as a team leader who ensures customers receive a world class service experience? Can you put together the winning team? As an Hourly Shift Leader, you will lead a restaurant t
Firmware Engineer
The Firmware Engineer is responsible for the design and development of microcontroller software for technical applications and the test of the software in a simulated environment. Responsibility Acco
Residential Associate - Per Diem (Adolescent Program)
Residential Associate - Per Diem (Adolescent Program) Somerset, NJ (http://maps.google.com/maps?q=19+Dellwood+Lane+Somerset+NJ+08873) • Adolescent Program Description Great opportunity to do meaningf
Senior Account-Based Marketing Manager
Intro: Cornerstone’s Americas Field Marketing Team is searching for a Senior Account-Based Marketing (ABM) Manager for Enterprise Markets to develop the ABM strategy, design and execute targeted camp
Sales Territory Manager
Our Seattle, WA Terminal is immediately hiring a Logistics Sales Territory Manager. Apply today! Background in Less-than-truckload required. Job Duties Include: $60,000-$85,000 Starting M-F, No weeke
Land Development Manager
Position Summary: EYA, an award winning residential builder/developer, is seeking an experienced Land Development Manager. In this position, you will be responsible for managing our budgeting, biddin
Nurse Practitioner or Physician Assistant - Congestive Heart Failure
Work where every moment matters. Every day, almost 20,000 Hartford HealthCare employees come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite you to
Medical Assistant (MA, EMT, CNA, Paramedic) - Medical Oncology
Work where every moment *matters. Every day, almost 30,000 Hartford HealthCare employees come to work with one thing in common: Pride in what we do, knowing every moment matters here. We invite you t
Diesel Mechanic
Clean Harbors Nitro, WV is looking for a Diesel Vehicle Mechanic to join their safety conscious team! This position will be responsible for the repairs and preventative maintenance of all company own
Product Security Response Engineer
Job Description Intel's Product Assurance and Security (IPAS) team is chartered with building and maintaining customer trust through unparalleled security, privacy and assurance of Intel products. Th
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved