Investment Client Srvcs Analyst - Advisory Services - Hybrid at Northwestern Mutual

, , United States -

Full Time

Start Date

Immediate

Expiry Date

08 Feb, 26

Salary

33.98

Posted On

10 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Investment Products, Problem Solving, Communication, Multi-tasking, Organization, Technology Adaptation, Client Retention, Escalation Resolution, Mentoring, Research, Confidentiality, Digital Savvy, Relationship Building, Self-service Capabilities, Change Management

Industry

Financial Services

Description

Open to Remote. If local to Franklin, WI, 3 days onsite (M, T, W) will be required. Primary Duties & Responsibilities: Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options, and helping them with their products or services in a call center environment. Expert at resolving inquiries and transactions from Financial Reps and clients on basic, intermediate (semi-complex), calls and transactions in a registered area and proficient at complex work. Researches and evaluates possible solutions to complex problems that requires identifying root cause and deviation from procedures and handles escalation resolution Regularly promotes client retention and identifies opportunities for the field to build existing relationship, knows when to refer back to the field for follow up Takes ownerships of calls and anticipates future issues to avoid repeat calls and unnecessary call transfers Ability to de-escalate client experience situations effectively while guiding clients through complex and unique inquiries. Serves as a trusted advocate for our Financial Representatives and partners with them to meet the needs of our clients. Embraces new technology and serves as an advocate for website and self-service capabilities by educating clients and field. Understands risks and impacts that the transaction has on the client or policy. Understands how systems connect to processes and outcomes. Supports digital savvy capabilities in self and others/Understands how to explain system limits and capabilities to others. Lead others through change (help others adapt to changing environments and accept new situations) Works effectively with unstructured teams, situations or environment Fosters a professional relationship with our clients to enhance brand loyalty Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards Coach, mentor or train others as needed Qualifications: Associates degree in business or related field or equivalent combination of education and experience Minimum of 4 years related customer service experience with proven customer service skills Expert knowledge of investment or income products or markets (i.e.VA, VL, VUL, Retirement & Business markets) An expert understanding of tax implications Advanced written and verbal communication skills Ability to multi-task and handle high volume of calls/case load with the greatest possible degree of accuracy Strong organization skills with the ability to prioritize tasks. A strong desire to continuously learn and improve Strong problem-solving skills and ability to provide options Demonstrated computer experience with solid keyboarding skills and proficiency with current software packages Nice to have: Series 6/7/63 Flexible to work an 8-hour shift between 7 am and 6 pm CT. #LI-Remote This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: $22.65 Pay Range - End: $33.98 Geographic Specific Pay Structure: We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. At Northwestern Mutual, we believe relationships are built on trust. That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual. What started in Milwaukee, WI has grown into 7,000+ home office professionals split across 3 campuses: New York City, Franklin and downtown Milwaukee (HQ) - each one bringing with it its own unique talent and culture. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual as we are growing our digital and tech capabilities and are always on the lookout for bright, tech-savvy candidates. Northwestern Mutual is proud to be an equal opportunity and affirmative action employer. We have chosen to build a diverse and inclusive workplace where talented people from all backgrounds want to be, want to stay, and want to build their future. We celebrate and support our differences for the benefit of our employees, our products, and our community. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

Responsibilities

The analyst delivers personalized client experiences by addressing inquiries and providing service options in a call center environment. They resolve complex issues, promote client retention, and support Financial Representatives in meeting client needs.