Customer Service Associate Position Available In New York, New York

Customer Service Associate Northwestern Mutual – Park Ave – 3.7 New York, NY Job Details Full-time $55,000 – $70,000 a year 19 hours ago Qualifications Financial planning Life Insurance License Marketing Customer service Mid-level Finance Bachelor’s degree Client services Customer relationship management Organizational skills Computer skills Business Leadership Communication skills Time management Full Job Description A career with Northwestern Mutual – Park Avenue brings mutual success. When you bring your talent, hard work, and commitment to excellence, we offer the training, mentorship, and resources to help you achieve your vision and discover your potential. Our Financial Advisors help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help get them there. Our Network Office team supports those Advisors and provides the critical systems & resources needed for them to achieve their entrepreneurial dream. The Customer Service Associate is responsible for supporting our clients, servicing their accounts, and identifying sales opportunities for partner Financial Representatives. The Customer Service Associate is accountable for ensuring we keep our promise of superior client servicing to all clients. Responsibilities include, but are not limited to: Oversee operational systems and processes for our customer service team, including client transfers, department reporting, and presentation materials. Work directly with clients to service their accounts and ensure that we “keep our promise” to support clients over their lifetime. Proactively identify opportunities for activity & sales, partnering with Financial Representatives to meet department standards. Ensure our CRM database is accurate, meaning that clients are properly segmented, transferred, and assigned to the appropriate Financial Representative. Track production and activities for leads generated, case opens, factfinders, and more. Maintain the client file to ensure that all processes and methodologies are compliant with supervisory/regulatory standards. The Ideal Candidate for this position: Bachelor’s Degree in business, finance, marketing or related field. Strong history of client service experience. Advanced computer/sales database knowledge. CRM Management experience. Knowledge of financial planning products. Strong organizational skills. Effective time management. Excellent written and oral communication skills. Advanced customer service skills. Willing to lift and move client files. Must be able to work well in teams. Diligent and is always striving for success.

Contract, License & Registration Requirements:

Associate Financial Representative Contract. Life Insurance license (must obtain within 90 days of hiring). NMIS Registration (Series 6/7 and 63). About Northwestern Mutual Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.