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Investment Client Service
Investment Client Service-April 2024
Franklin
Apr 4, 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.

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