Client Service Associate Northwestern Mutual - 3.7 Meridian, ID Job Details Full-time $40,000 - $60,000 a year 2 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Professional development assistance Qualifications Economics Finance Managing clients in a customer support role Bachelor's degree Attention to detail Business Accounting Client interaction via phone calls Full Job Description We are a boutique financial planning practice in Meridian, Idaho, built on a foundation of deep, comprehensive wholistic planning. We are not a transactional firm.

We do full-spectrum planning:

retirement income strategies, wealth management, tax optimization, business planning, estate considerations, insurance analysis, Social Security timing, investment policy, and beyond. Our clients trust us with the full picture of their financial lives. Position Overview and Purpose The Client Service Associate is a key operations and client service position that supports both clients and advisors through exceptional organization, communication, and follow-through. The primary function of this role is to ensure a seamless client experience by coordinating service requests, processing account paperwork, managing workflows, preparing meeting materials, and supporting the implementation of client recommendations. This role serves as an integral part of the client experience and helps ensure every commitment made to clients is delivered accurately, efficiently, and professionally. The ideal candidate is detail-oriented, analytical, self-motivated, and committed to providing exceptional client service. Specific responsibilities include, but will not be limited to:

• Have a clear understanding of the financial advisor's planning philosophy and its application for financial planning solutions.
• Assist advisors in the onboarding of a new client by providing direct client support and implementation of the financial plan.
• Prepare all documentation and information needed to submit an insurance application for underwriting and investment account for opening.
• Complete the onboarding process for new clients and ensure assigned tasks are completed in a timely manner with attention to accuracy.
• Understand the insurance and investment products utilized in our planning philosophy and troubleshoot issues that arise during onboarding and servicing. Become a trusted source of information for clients and team members.
• Serve as a point of contact for service requests from clients. Build a rapport with clients and understand their financial circumstance and objectives.
• Review client services team processes for improvement opportunities and may lead projects that enhance these processes for the firm. Experience Required
• Proactive, curious mindset with the ability to dive deep into new topics and independently learn new concepts.
• Exemplary written and verbal communication skills.
• Highly detail-oriented, accurate, organized, and able to set priorities autonomously.
• Coachable, self-aware, passionate about learning and willing to be vulnerable. Desired
• Preferred experience in the insurance, investment, or financial service industry.
• Industry relevant certifications such as state insurance licenses and/or investment licenses.
• Bachelor's degree in business, finance, accounting or economics is a plus. What We Offer
• Competitive salary commensurate with experience and credentials
• Support for professional development and continuing education (ChFC, CFP, CFA, CWM, RICP, CPA, CE, CPE, etc.)
• Benefits offered Insurance plans (multiple options available) Retirement plan Paid time off (vacation and holidays) Additional Requirements
• Pass extensive FINRA background screening which may include, but is not limited to, criminal background checks (federal, state, and local), credit check, education verification, skills assessments, and personality profile.
• Tech-savvy with at least 2 years of experience in a client servicing capacity.

Pay:

$40,000.00 - $60,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Professional development assistance Vision insurance

Education:

Bachelor's (Required) Ability to

Commute:

Meridian, ID 83642 (Required)

Work Location:

In person