Client Service and Operations Associate
Northwestern Mutual - ClaytonChesterfield, MO
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Job Description
Location: Chesterfield, MOJob Title: Client Service and Operations AssociateType of Position: Full-timeHours per week: 40FLSA Classification: ExemptWorking Hours: 8:00am-5:00pmCompensation: $50-55kOur mission is to help clients understand their current financial picture considering their future financial goals through a holistic planning process.INTEGRITY | TRUST IN RELATIONSHIP | POSITIVITY | GENEROSITY | SELF-AWARENESS | RESPONSIBILITY | PLAYFULNESSJob SummaryThe Client Service and Operations Associate specialize in servicing clients and supports the financial advisor to ensure that their focus remains on building their business. They work closely with others on their team to provide ongoing administrative and operational support and implementation. The Client Service and Operations Associate is a liaison between the home office, financial advisor and clients.Key ResponsibilitiesClient Service Support
- Send meeting invites, send and follow up on requests for clients prior to meetings
- Communicate and assist existing clients with anything they may need help with
- Process client address, beneficiary, banking, and ownership updates and service requests
- Process money movements, loan requests and repayments, policy surrenders
- Assist clients with late payment notices and claims management
- Manage CRM accuracy
- Provide timely and confidential handling of client information
- Ensuring NMIS and insurance compliance requirements are implemented and followed
- Proactively prepare Advisors with all materials for client meetings and send follow-up summary emails after client meetings
- Act as liaison among team, clients, and home office in client onboarding processes
- Ensure seamless completion of all insurance policies from start to finish including creating applications, medical examiner communication, constant client follow up, underwriting communication, and coordinating with outside insurance vendors as needed
- Prepare, process, track, fund, set up standing instructions for new investment accounts and confirm assets received and invested
- Rollover calls with clients and implementation of new account
- Financial Services industry experience
- Life and Health license required before starting date
- Series 6 and 7 licenses preferred
- Ability to proactively identify what needs to be accomplished and act
- Ability to work both independently and in a team
- Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment
- Strong analytical, problem solving, written and verbal communication skills
- Independent learner who seeks knowledge and is adaptable to change
- Health, Vision, & Dental Insurance
- Short-term Disability Insurance, Long-term Disability Insurance, Life Insurance
- Simple IRA
- PTO and holiday pay
- Personal and professional development opportunities
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FAQs About Client Service and Operations Associate Jobs at Northwestern Mutual - Clayton
What is the work location for this position at Northwestern Mutual - Clayton?
This job at Northwestern Mutual - Clayton is located in Chesterfield, MO, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Northwestern Mutual - Clayton?
Employer has not shared pay details for this role.
What employment applies to this position at Northwestern Mutual - Clayton?
Northwestern Mutual - Clayton lists this role as a Full-time position.
What experience level is required for this role at Northwestern Mutual - Clayton?
Northwestern Mutual - Clayton is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Northwestern Mutual - Clayton for this role?
Northwestern Mutual - Clayton offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, Paid Vacation, Career Development, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Northwestern Mutual - Clayton?
You can apply for this role at Northwestern Mutual - Clayton either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.