Director of Client Relations

Northwestern Mutual - West Palm Beach, FL (30 days ago)3.9


Job Description:

Our firm is seeking a Director of Client Relations to join our award winning team. Strong applicants will have exceptional organizational skills, a history of personal success, and demonstrate interest in business and finance.

This position allows for growth if you want it. We want everyone on our team to have the freedom to grow and develop and encourage this spirit wholeheartedly. Flexibility is important as this position may evolve over time to include other responsibilities such as marketing, associate advisor, etc.

Essential Job Functions Include:

  • Demonstrate organizational, time management and problem-solving skills with the ability to multi-task, set priorities and meet deadlines
  • Collecting and preparing financial data for financial planning meetings
  • Effective communication with clients and Team, including answering phone calls and reaching out to clients and prospective clients
  • Scheduling client meetings and maintaining a full calendar
  • Support with any administrative tasks, as directed
  • Reviewing and analyzing financial data
  • Managing and resolving client service issues
  • Planning to support the preparation process including the creation, revision and amendment of client data management and analysis
  • Preparing investment and insurance paperwork and applications
  • Frequent client, back office and advisor team communication

Required Knowledge, Skills and Abilities:

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
  • CFP® candidate or financial services industry experience
  • 2-15, Series 6, 7 or 65 licenses preferred
  • Strong attention to detail
  • Excellent verbal, written, analytical, and organizational skills
  • Proficiency with MS Word, Excel, PowerPoint and Outlook
  • Experience in administrative support or customer service in the financial services and/or insurance industry is preferred but not required
  • Interested in growth and learning on a continuous basis
  • Ability to maintain confidentiality

Job Type: Full-time

Education:

  • Bachelor's (Preferred)

Location:

  • West Palm Beach, FL (Preferred)