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Registered Client Care Srvcs Rep
Registered Client Care Srvcs Rep-March 2024
Franklin
Mar 28, 2026
About Registered Client Care Srvcs Rep

  JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. Job Description Primary Duties and Responsibilities Deliversa personalized and remarkable experience for our clients by answeringtheir questions, providing servicing options and helping them with theirproducts or services in a call center environment Proficient atresolving inquiries and transactions from Financial Reps and clients onbasic and intermediate (semi-complex) level calls and transactions in aregistered area and is learning to become proficient in complex work.Researches and evaluates possible solutions to complex problems thatrequires identifying root cause and some deviations from proceduresTakes ownerships of calls and anticipates future issues to avoid repeatcalls and unnecessary call transfers Ability to de-escalate clientexperience situations effectively while guiding clients through complexand unique inquiries. Serves as a trusted advocate for our FinancialRepresentatives and partners with them to meet the needs of our clients.Embraces new technology and serves as an advocate for website andself-service capabilities by educating clients and field. Understandsrisks and impacts that the transaction has on the client or policy.Understands how systems connect to processes and outcomes. Drives changeand embraces continuous improvement by creating processes and provisionsto accommodate change. Fosters a professional relationship with ourclients to enhance brand loyalty Handles phone and transactionalresponsibilities while adhering to strict confidentiality and privacystandards Adept at shifting work priorities to meet the needs of thebusiness and customer demand. Qualifications Associates degree inbusiness or related field or equivalent combination of education andexperience Minimum of 2 years related customer service experience withproven customer service skills Advanced understanding of Investment orIncome markets or products (i.e. VA, VL, VUL Retirement or Businessmarkets) A basic understanding of tax implications Advanced written andverbal communication skills Ability to multi-task and handle high volumeof calls/case load with the greatest possible degree of accuracy Strongorganization skills with the ability to prioritize tasks. A strongdesire to continuously learn and improve Strong problem-solving skillsand ability to provide options Demonstrated computer experience withsolid keyboarding skills and proficiency with current software packagesThis position has been classified as a Registered Representative underNMIS guidelines and requires fingerprinting. Required Certifications:Series 63 - FINRA, Series 6 - FINRA, SIE - FINRA Compensation... Forfull info follow application link. EEO/AA Employer/Vets/Disability***** APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/CF1BABCEA1ED49D0 Qualified females, minorities, and specialdisabled veterans and other veterans are encouraged to apply.

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