Join a Growing, Client-Focused Financial Planning Team
We are seeking a highly motivated and professional Client Service Associate to join a top-performing Northwestern Mutual financial advisory practice. This individual will play a key role in delivering an exceptional client experience while supporting the daily operations of a fast-paced and growing business.
This is an excellent opportunity for someone who thrives in a professional environment, takes pride in organization and accuracy, and is looking for a long-term career with significant growth potential.
What You'll Do
- Serve as a primary point of contact for clients, providing exceptional service and timely communication.
- Manage client onboarding, account maintenance, and service requests.
- Coordinate meetings, appointments, and follow-up activities.
- Prepare and process paperwork, applications, and client documentation with a high degree of accuracy.
- Maintain and update client records and databases.
- Track outstanding items and proactively ensure deadlines are met.
- Support the advisor with administrative and operational tasks.
- Help create a seamless and welcoming client experience from start to finish.
- Collaborate with internal teams to resolve client issues efficiently and professionally.
What We're Looking ForRequired Qualifications
- Excellent written and verbal communication skills.
- Highly organized with strong time-management abilities.
- Detail-oriented with a commitment to accuracy and follow-through.
- Dependable, punctual, and professional.
- Strong interpersonal skills and a client-first mindset.
- Ability to manage multiple priorities in a fast-paced environment.
- Proficiency with Microsoft Office Suite and technology platforms.
- Positive attitude and willingness to learn and grow.
Preferred Qualifications
- Experience in financial services, banking, wealth management, insurance, or a professional services environment.
- Experience working with CRM systems and managing confidential client information.
- Associate's or Bachelor's degree preferred but not required based on experience.
What Success Looks Like
The ideal candidate is someone who:
- Loves helping people and building strong relationships.
- Is proactive rather than reactive.
- Takes ownership of tasks and follows through consistently.
- Notices the details others miss.
- Brings professionalism, integrity, and a team-oriented mindset every day.
Compensation & Growth Opportunity
- Starting salary: $65,000–$80,000 annually
- Performance-based compensation opportunities
- Clear path for career advancement
- Ongoing training and professional development
- Significant room for growth for the right candidate
Apply Today
If you are a highly organized, detail-oriented professional who enjoys delivering exceptional client service and wants to build a rewarding career with a leading Northwestern Mutual financial advisory practice, we would love to hear from you.
Pay: $65,000.00 - $80,000.00 per year
Work Location: In person
